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 $8.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
66,787
shares
|
$1.59 Million
1.32% of portfolio
|
Q1 2023
Added 1.97%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
65,910
shares
|
$1.57 Million
0.12% of portfolio
|
Q4 2023
Added 12.65%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
65,192
shares
|
$1.55 Million
2.29% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
65,078
shares
|
$1.55 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
64,753
shares
|
$1.54 Million
0.07% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
64,619
shares
|
$1.54 Million
0.07% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
64,265
shares
|
$1.53 Million
0.28% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
64,116
shares
|
$1.53 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
63,985
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
63,884
shares
|
$1.52 Million
1.03% of portfolio
|
Q3 2024
Reduced 36.99%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
63,855
shares
|
$1.52 Million
1.52% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
63,844
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.97%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
63,592
shares
|
$1.51 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
63,563
shares
|
$1.51 Million
0.26% of portfolio
|
Q3 2022
Added 64.08%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
63,414
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
62,609
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
62,484
shares
|
$1.49 Million
0.17% of portfolio
|
Q3 2024
Added 1268.16%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
62,115
shares
|
$1.48 Million
0.09% of portfolio
|
Q2 2024
Added 8.58%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
61,983
shares
|
$1.48 Million
0.97% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
61,836
shares
|
$1.47 Million
0.92% of portfolio
|
Q3 2022
Reduced 7.04%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
61,787
shares
|
$1.47 Million
1.13% of portfolio
|
Q3 2024
Reduced 87.25%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
61,782
shares
|
$1.47 Million
0.62% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Eagle Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
61,423
shares
|
$1.46 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
60,871
shares
|
$1.45 Million
0.17% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
59,343
shares
|
$1.41 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.06%
|