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 1,314 institutions that hold shares in the stock, with a total of 447 Million shares, which have been reported (via 13F filing form) to have a value of $30.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Castle Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
130,976
shares
|
$8.86 Million
4.98% of portfolio
|
Q2 2024
Reduced 9.5%
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 25, 2024 Q2 2024 |
129,555
shares
|
$8.76 Million
3.14% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2024 Q2 2024 |
129,522
shares
|
$8.76 Million
12.6% of portfolio
|
Q2 2024
Added 12.32%
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
129,200
shares
|
$8.74 Million
1.5% of portfolio
|
Q3 2022
Reduced 0.93%
|
|
Pacific Capital Wealth Advisors, Inc
|
Aug 06, 2024 Q2 2024 |
127,418
shares
|
$8.61 Million
1.5% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Brand Asset Management Group, Inc.
|
Jul 19, 2024 Q2 2024 |
126,824
shares
|
$8.57 Million
3.49% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
125,310
shares
|
$8.47 Million
4.56% of portfolio
|
Q2 2022
New holding
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 30, 2024 Q2 2024 |
124,914
shares
|
$8.45 Million
4.12% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
Element Wealth, LLC
|
Aug 08, 2024 Q2 2024 |
123,770
shares
|
$8.37 Million
4.5% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
123,734
shares
|
$8.37 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Patriot Investment Management Inc.
|
Jul 15, 2024 Q2 2024 |
122,934
shares
|
$8.31 Million
0.62% of portfolio
|
Q2 2024
Reduced 8.99%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
121,527
shares
|
$8.22 Million
0.32% of portfolio
|
Q2 2024
Added 3.0%
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 14, 2024 Q2 2024 |
120,545
shares
|
$8.15 Million
2.49% of portfolio
|
Q2 2024
Added 1.77%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2024 Q2 2024 |
119,765
shares
|
$8.1 Million
3.64% of portfolio
|
Q2 2024
Reduced 9.74%
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
119,257
shares
|
$8.06 Million
3.27% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
Lee Financial CO
Dallas, TX |
Aug 14, 2024 Q2 2024 |
118,601
shares
|
$8.02 Million
1.25% of portfolio
|
Q2 2024
Added 0.68%
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 12, 2024 Q2 2024 |
118,391
shares
|
$8 Million
7.14% of portfolio
|
Q2 2024
Added 1.65%
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
117,309
shares
|
$7.93 Million
0.14% of portfolio
|
Q2 2024
Added 2.55%
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
116,851
shares
|
$7.9 Million
1.88% of portfolio
|
Q4 2023
Reduced 1.94%
|
|
Consilium Wealth Advisory, LLC
|
Aug 01, 2024 Q2 2024 |
116,516
shares
|
$7.88 Million
4.12% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
116,492
shares
|
$7.88 Million
0.08% of portfolio
|
Q2 2024
Reduced 17.18%
|
|
Oakwell Private Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
115,205
shares
|
$7.79 Million
2.09% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2024 Q2 2024 |
114,833
shares
|
$7.76 Million
2.27% of portfolio
|
Q2 2024
New holding
|
|
Carmichael Hill & Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
114,312
shares
|
$7.73 Million
2.91% of portfolio
|
Q2 2024
Added 7.88%
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
114,138
shares
|
$7.72 Million
3.98% of portfolio
|
Q2 2024
Reduced 2.33%
|