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 |
---|---|---|---|---|---|
Sws Partners
|
Apr 30, 2024 Q1 2024 |
195,792
shares
|
$12.2 Million
3.65% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
188,553
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
Private Capital Management LLC
|
Apr 10, 2024 Q1 2024 |
187,014
shares
|
$11.7 Million
2.34% of portfolio
|
Q1 2024
Added 2.1%
|
|
Sensible Financial Planning & Management, Llc.
|
May 06, 2024 Q1 2024 |
185,414
shares
|
$11.6 Million
2.54% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
Trinity Legacy Partners, LLC
|
Apr 24, 2024 Q1 2024 |
185,096
shares
|
$11.5 Million
3.37% of portfolio
|
Q1 2024
Reduced 28.46%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
181,806
shares
|
$11.3 Million
0.5% of portfolio
|
Q4 2023
Reduced 10.37%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
181,288
shares
|
$11.3 Million
0.36% of portfolio
|
Q1 2024
Added 417.68%
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
180,221
shares
|
$11.2 Million
2.03% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 14, 2024 Q1 2024 |
177,213
shares
|
$11 Million
1.37% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
Revolve Wealth Partners, LLC
|
Apr 15, 2024 Q1 2024 |
176,001
shares
|
$11 Million
1.95% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
Allen Capital Group, LLC
|
Apr 15, 2024 Q1 2024 |
172,838
shares
|
$10.8 Million
1.43% of portfolio
|
Q1 2024
Added 0.33%
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
172,600
shares
|
$10.8 Million
1.86% of portfolio
|
Q4 2022
Added 1.84%
|
|
Cooper/Haims Advisors, LLC
|
May 10, 2024 Q1 2024 |
168,879
shares
|
$10.5 Million
6.17% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2024 Q1 2024 |
168,631
shares
|
$10.5 Million
1.49% of portfolio
|
Q1 2024
Added 0.38%
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
167,238
shares
|
$10.4 Million
2.47% of portfolio
|
Q1 2024
Added 2.21%
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
May 14, 2024 Q1 2024 |
167,089
shares
|
$10.4 Million
1.77% of portfolio
|
Q1 2024
Added 11.61%
|
|
Planning Alternatives LTD
|
Apr 17, 2024 Q1 2024 |
164,961
shares
|
$10.3 Million
1.68% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
163,413
shares
|
$10.2 Million
0.04% of portfolio
|
Q1 2024
Added 5.28%
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
163,157
shares
|
$10.2 Million
2.67% of portfolio
|
Q2 2023
Reduced 0.77%
|
|
G2 Capital Management, LLC
Columbus, OH |
May 10, 2024 Q1 2024 |
162,660
shares
|
$10.1 Million
3.28% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
Forte Capital LLC
|
May 14, 2024 Q1 2024 |
162,325
shares
|
$10.1 Million
1.26% of portfolio
|
Q1 2024
Added 78.62%
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 03, 2024 Q1 2024 |
162,156
shares
|
$10.1 Million
6.06% of portfolio
|
Q1 2024
Reduced 7.67%
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 15, 2024 Q1 2024 |
161,879
shares
|
$10.1 Million
2.95% of portfolio
|
Q1 2024
Added 6.69%
|
|
North Star Asset Management Inc
|
May 08, 2024 Q1 2024 |
161,596
shares
|
$10.1 Million
0.49% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
Montis Financial, LLC
|
Apr 16, 2024 Q1 2024 |
161,015
shares
|
$10 Million
4.76% of portfolio
|
Q1 2024
Reduced 5.07%
|