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 |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
121,186
shares
|
$2.88 Million
1.39% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
120,632
shares
|
$2.87 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
120,539
shares
|
$2.87 Million
2.45% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Raine Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
120,218
shares
|
$2.86 Million
53.07% of portfolio
|
Q3 2024
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
119,665
shares
|
$2.85 Million
6.9% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
119,257
shares
|
$2.84 Million
3.27% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
119,234
shares
|
$2.84 Million
4.32% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
118,222
shares
|
$2.81 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
117,893
shares
|
$2.81 Million
3.43% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
117,157
shares
|
$2.79 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
116,934
shares
|
$2.78 Million
4.39% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
116,851
shares
|
$2.78 Million
1.88% of portfolio
|
Q4 2023
Reduced 1.94%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
116,410
shares
|
$2.77 Million
3.97% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
116,281
shares
|
$2.77 Million
0.1% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
115,458
shares
|
$2.75 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
112,820
shares
|
$2.69 Million
2.87% of portfolio
|
Q3 2024
Added 18.08%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
112,427
shares
|
$2.68 Million
2.19% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
110,984
shares
|
$2.64 Million
0.21% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
110,082
shares
|
$2.62 Million
4.06% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
109,978
shares
|
$2.62 Million
2.26% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
109,837
shares
|
$2.61 Million
0.14% of portfolio
|
Q3 2022
Added 37.44%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
108,766
shares
|
$2.59 Million
0.91% of portfolio
|
Q1 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
108,303
shares
|
$2.58 Million
1.46% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
108,285
shares
|
$2.58 Million
0.28% of portfolio
|
Q3 2024
Reduced 47.14%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
107,479
shares
|
$2.56 Million
0.03% of portfolio
|
Q3 2024
Added 410.18%
|