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 |
|---|---|---|---|---|---|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
22,563
shares
|
$523,461
1.31% of portfolio
|
Q3 2023
Added 1.05%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
22,556
shares
|
$523,299
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
22,511
shares
|
$522,255
2.28% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
22,482
shares
|
$521,582
0.28% of portfolio
|
Q3 2024
Added 440.17%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
22,444
shares
|
$520,700
0.91% of portfolio
|
Q2 2024
Added 18.82%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
22,409
shares
|
$519,888
0.03% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
22,290
shares
|
$517,128
1.04% of portfolio
|
Q3 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
22,286
shares
|
$517,035
0.02% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
22,224
shares
|
$515,596
0.04% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
22,007
shares
|
$510,562
0.19% of portfolio
|
Q1 2023
Reduced 73.91%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
22,005
shares
|
$510,516
0.27% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
21,970
shares
|
$509,704
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
21,887
shares
|
$507,778
0.54% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
21,865
shares
|
$507,268
0.11% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
21,848
shares
|
$506,873
0.4% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
21,628
shares
|
$501,769
0.1% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
21,526
shares
|
$499,403
0.55% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,491
shares
|
$498,591
0.1% of portfolio
|
Q4 2022
Reduced 2.75%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
21,423
shares
|
$497,013
0.06% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
21,378
shares
|
$495,969
0.06% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
21,340
shares
|
$495,088
0.84% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
21,258
shares
|
$493,185
0.34% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
21,157
shares
|
$490,842
0.24% of portfolio
|
Q1 2024
Added 0.0%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
21,105
shares
|
$489,636
1.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
20,913
shares
|
$485,181
0.19% of portfolio
|
Q3 2024
Added 30.44%
|