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 $8.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
171,862
shares
|
$4.09 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
170,676
shares
|
$4.06 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
168,261
shares
|
$4 Million
1.38% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
168,121
shares
|
$4 Million
3.36% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
164,374
shares
|
$3.91 Million
8.33% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
163,918
shares
|
$3.9 Million
0.3% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
163,157
shares
|
$3.88 Million
2.67% of portfolio
|
Q2 2023
Reduced 0.77%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
162,394
shares
|
$3.86 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
159,979
shares
|
$3.81 Million
1.29% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
159,971
shares
|
$3.81 Million
4.09% of portfolio
|
Q3 2024
Reduced 68.55%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
158,525
shares
|
$3.77 Million
3.23% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
157,319
shares
|
$3.74 Million
4.14% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
155,407
shares
|
$3.7 Million
0.07% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
154,980
shares
|
$3.69 Million
1.97% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
154,795
shares
|
$3.68 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
151,422
shares
|
$3.6 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
150,987
shares
|
$3.59 Million
5.73% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
150,493
shares
|
$3.58 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
148,309
shares
|
$3.53 Million
0.01% of portfolio
|
Q3 2024
Added 34.54%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
148,288
shares
|
$3.53 Million
0.15% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
147,533
shares
|
$3.51 Million
1.6% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
147,445
shares
|
$3.51 Million
0.29% of portfolio
|
Q3 2024
Reduced 35.95%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
146,181
shares
|
$3.48 Million
3.53% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
145,864
shares
|
$3.47 Million
2.01% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
145,335
shares
|
$3.46 Million
3.18% of portfolio
|
Q3 2024
Reduced 2.44%
|