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 1,353 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $8.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
359,437
shares
|
$8.41 Million
17.43% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
355,645
shares
|
$8.32 Million
3.4% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
351,151
shares
|
$8.22 Million
0.15% of portfolio
|
Q3 2024
Reduced 31.77%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
343,220
shares
|
$8.03 Million
10.95% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
341,018
shares
|
$7.98 Million
8.11% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
334,004
shares
|
$7.82 Million
1.87% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
333,692
shares
|
$7.81 Million
7.75% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
328,152
shares
|
$7.68 Million
4.11% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
324,253
shares
|
$7.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
317,483
shares
|
$7.43 Million
2.17% of portfolio
|
Q3 2024
Reduced 28.78%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
313,635
shares
|
$7.34 Million
2.7% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
311,315
shares
|
$7.28 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
307,639
shares
|
$7.2 Million
3.95% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
306,604
shares
|
$7.17 Million
1.42% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
306,154
shares
|
$7.16 Million
3.44% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
305,493
shares
|
$7.15 Million
10.2% of portfolio
|
Q2 2023
Added 101731.0%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
305,446
shares
|
$7.15 Million
6.07% of portfolio
|
Q3 2024
Reduced 12.58%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
303,145
shares
|
$7.09 Million
0.56% of portfolio
|
Q2 2023
New holding
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
301,788
shares
|
$7.06 Million
7.94% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
296,978
shares
|
$6.95 Million
0.09% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
296,525
shares
|
$6.94 Million
2.07% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
295,819
shares
|
$6.92 Million
1.29% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
295,408
shares
|
$6.91 Million
0.05% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
292,238
shares
|
$6.84 Million
1.88% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
291,315
shares
|
$6.82 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.61%
|