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 1,350 institutions that hold shares in the stock, with a total of 348 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 |
|---|---|---|---|---|---|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
27,610
shares
|
$640,552
2.74% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
27,398
shares
|
$635,633
0.07% of portfolio
|
Q3 2023
Added 0.0%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
27,367
shares
|
$634,914
0.12% of portfolio
|
Q3 2024
Added 30.41%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
27,352
shares
|
$634,566
0.06% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
27,317
shares
|
$633,754
1.38% of portfolio
|
Q3 2024
Added 191.51%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
27,317
shares
|
$633,754
0.34% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
27,195
shares
|
$630,924
0.33% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
27,124
shares
|
$629,276
0.15% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
27,043
shares
|
$627,397
0.37% of portfolio
|
Q2 2024
Added 59.45%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
26,936
shares
|
$624,915
0.06% of portfolio
|
Q3 2024
Reduced 34.88%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
26,790
shares
|
$621,528
0.57% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
26,696
shares
|
$619,347
0.2% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
26,552
shares
|
$616,006
0.26% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
26,537
shares
|
$615,658
0.54% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
26,448
shares
|
$613,593
1.43% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
26,424
shares
|
$613,036
0.25% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
26,285
shares
|
$609,812
0.12% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
26,270
shares
|
$609,464
0.15% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
26,153
shares
|
$606,749
0.19% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
26,049
shares
|
$604,336
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
25,774
shares
|
$597,956
0.0% of portfolio
|
Q3 2024
Added 32.05%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
25,713
shares
|
$596,541
0.17% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
25,705
shares
|
$596,356
1.18% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
25,635
shares
|
$594,732
0.01% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
25,583
shares
|
$593,525
0.24% of portfolio
|
Q1 2024
Reduced 4.36%
|