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 |
|---|---|---|---|---|---|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
20,910
shares
|
$485,112
0.24% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
20,891
shares
|
$484,671
0.04% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
20,725
shares
|
$480,820
0.93% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
20,666
shares
|
$479,451
0.03% of portfolio
|
Q3 2024
Added 16.21%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,614
shares
|
$478,244
0.6% of portfolio
|
Q2 2022
Added 2.58%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,570
shares
|
$477,224
0.04% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
20,549
shares
|
$476,736
0.25% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
20,451
shares
|
$474,463
0.3% of portfolio
|
Q3 2024
Added 149.46%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
20,408
shares
|
$473,465
0.0% of portfolio
|
Q2 2022
Reduced 23.71%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
20,374
shares
|
$472,676
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
20,277
shares
|
$470,426
0.52% of portfolio
|
Q1 2024
Added 20.17%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
20,225
shares
|
$469,220
0.29% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
19,962
shares
|
$463,118
0.25% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
19,939
shares
|
$462,584
0.06% of portfolio
|
Q3 2024
Added 159.93%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
19,934
shares
|
$462,468
0.02% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
19,596
shares
|
$454,627
0.16% of portfolio
|
Q2 2023
Added 26.07%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
19,407
shares
|
$450,242
0.93% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
19,286
shares
|
$447,435
0.11% of portfolio
|
Q3 2024
Added 28.98%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
19,237
shares
|
$446,298
0.71% of portfolio
|
Q2 2024
Reduced 8.57%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
19,170
shares
|
$444,744
0.02% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
19,146
shares
|
$444,187
0.82% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
19,110
shares
|
$443,352
0.16% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
19,050
shares
|
$441,960
0.64% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
19,012
shares
|
$441,078
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
18,885
shares
|
$438,132
0.94% of portfolio
|
Q3 2024
Reduced 5.3%
|