Institutional Ownership Schwab Strategic Tr Us Large C (SCHX)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX). We have compiled data on the 1,254 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
323,054
shares
|
$20.1 Million
6.56% of portfolio
|
Q1 2024
Reduced 1.61%
|
|
Sound View Wealth Advisors Group, LLC
|
May 09, 2024 Q1 2024 |
322,145
shares
|
$20.1 Million
2.14% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
Provident Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
315,510
shares
|
$19.7 Million
7.36% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 11, 2024 Q1 2024 |
313,480
shares
|
$19.5 Million
0.64% of portfolio
|
Q1 2024
Added 0.77%
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
307,664
shares
|
$19.2 Million
2.0% of portfolio
|
Q1 2024
Added 2.54%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
306,360
shares
|
$19.1 Million
0.2% of portfolio
|
Q1 2024
Added 7.11%
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
306,154
shares
|
$19.1 Million
3.44% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
305,493
shares
|
$19 Million
10.2% of portfolio
|
Q2 2023
Added 101731.0%
|
|
Sage Financial Management Group, Inc.
|
May 01, 2024 Q1 2024 |
304,251
shares
|
$19 Million
8.94% of portfolio
|
Q1 2024
Added 4.46%
|
|
Pillar Wealth Advisors, LLC
|
May 06, 2024 Q1 2024 |
304,233
shares
|
$19 Million
18.01% of portfolio
|
Q1 2024
Reduced 7.72%
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
303,145
shares
|
$18.9 Million
0.56% of portfolio
|
Q2 2023
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
301,691
shares
|
$18.8 Million
0.47% of portfolio
|
Q1 2024
Reduced 3.09%
|
|
Hengehold Capital Management LLC
|
Apr 15, 2024 Q1 2024 |
299,518
shares
|
$18.7 Million
1.98% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
298,507
shares
|
$18.6 Million
0.03% of portfolio
|
Q1 2024
Reduced 47.86%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
297,130
shares
|
$18.5 Million
3.62% of portfolio
|
Q1 2024
Added 3.89%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
May 22, 2024 Q1 2024 |
294,118
shares
|
$18.3 Million
11.72% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
Clearwater Capital Advisors, LLC
|
May 09, 2024 Q1 2024 |
292,309
shares
|
$18.2 Million
2.03% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
Lowe Brockenbrough & CO Inc
|
May 15, 2024 Q1 2024 |
289,749
shares
|
$18.1 Million
1.22% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
Wbh Advisory Inc
|
Apr 16, 2024 Q1 2024 |
289,602
shares
|
$18 Million
1.86% of portfolio
|
Q1 2024
Added 0.14%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 08, 2024 Q1 2024 |
288,566
shares
|
$18 Million
3.4% of portfolio
|
Q1 2024
Added 3.99%
|
|
Black Diamond Financial, LLC
|
May 06, 2024 Q1 2024 |
286,185
shares
|
$17.8 Million
4.49% of portfolio
|
Q4 2023
Reduced 2.53%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
284,943
shares
|
$17.8 Million
4.01% of portfolio
|
Q1 2024
Reduced 5.45%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
282,210
shares
|
$17.6 Million
0.04% of portfolio
|
Q1 2024
Added 848.89%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
270,737
shares
|
$16.9 Million
0.56% of portfolio
|
Q1 2024
Reduced 30.76%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 03, 2024 Q1 2024 |
266,247
shares
|
$16.6 Million
1.06% of portfolio
|
Q1 2024
Added 26.09%
|