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 |
|---|---|---|---|---|---|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
231,848
shares
|
$5.43 Million
3.5% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
230,990
shares
|
$5.41 Million
0.44% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
225,123
shares
|
$5.27 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
223,340
shares
|
$5.23 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
221,294
shares
|
$5.18 Million
7.11% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
219,722
shares
|
$5.14 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
217,723
shares
|
$5.09 Million
5.91% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
211,388
shares
|
$4.95 Million
1.01% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
205,093
shares
|
$4.8 Million
5.96% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
203,399
shares
|
$4.76 Million
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
201,983
shares
|
$4.73 Million
3.02% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
200,927
shares
|
$4.7 Million
2.11% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
196,519
shares
|
$4.6 Million
1.08% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
192,313
shares
|
$4.5 Million
0.4% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
191,382
shares
|
$4.48 Million
0.02% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
189,087
shares
|
$4.42 Million
2.88% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
189,083
shares
|
$4.42 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
187,387
shares
|
$4.38 Million
1.06% of portfolio
|
Q3 2024
Added 114.62%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Dec 19, 2024 Q3 2024 |
185,540
shares
|
$4.34 Million
6.7% of portfolio
|
Q2 2024
Reduced 9.73%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
182,793
shares
|
$4.28 Million
0.45% of portfolio
|
Q3 2024
Added 38.49%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
180,221
shares
|
$4.22 Million
2.03% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
179,824
shares
|
$4.21 Million
0.48% of portfolio
|
Q2 2024
Added 2.06%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
175,580
shares
|
$4.11 Million
2.35% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
175,272
shares
|
$4.1 Million
0.32% of portfolio
|
Q3 2024
Added 91.29%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
172,600
shares
|
$4.04 Million
1.86% of portfolio
|
Q4 2022
Added 1.84%
|