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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
25,476
shares
|
$591,043
0.11% of portfolio
|
Q3 2024
Added 34.69%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
25,450
shares
|
$590,440
0.8% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
25,372
shares
|
$588,630
0.04% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
25,083
shares
|
$581,925
0.05% of portfolio
|
Q3 2023
Reduced 3.47%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
24,922
shares
|
$578,190
0.1% of portfolio
|
Q3 2024
Added 453.33%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
24,905
shares
|
$577,796
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
24,879
shares
|
$577,192
0.77% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
24,649
shares
|
$571,856
0.03% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
24,627
shares
|
$571,346
0.71% of portfolio
|
Q2 2024
Added 7.64%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
24,218
shares
|
$561,857
0.77% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
24,162
shares
|
$560,558
0.19% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
24,120
shares
|
$559,584
0.96% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
23,754
shares
|
$551,092
0.0% of portfolio
|
Q3 2024
Added 24.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
23,720
shares
|
$550,304
0.07% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
23,654
shares
|
$548,772
0.71% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
23,635
shares
|
$548,332
0.0% of portfolio
|
Q3 2024
Reduced 39.86%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,411
shares
|
$543,135
0.0% of portfolio
|
Q3 2024
Reduced 56.91%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
23,296
shares
|
$540,467
0.11% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
23,279
shares
|
$540,072
0.18% of portfolio
|
Q3 2024
Added 136.48%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
23,272
shares
|
$539,910
0.06% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
23,191
shares
|
$538,031
0.14% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
22,910
shares
|
$531,512
0.6% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
22,854
shares
|
$530,212
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
22,829
shares
|
$529,632
0.04% of portfolio
|
Q3 2024
Added 36.07%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,574
shares
|
$523,716
0.01% of portfolio
|
Q3 2024
Added 0.97%
|