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 |
|---|---|---|---|---|---|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
16,249
shares
|
$376,976
0.26% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 26, 2024 Q2 2024 |
16,210
shares
|
$376,072
0.6% of portfolio
|
Q2 2024
Reduced 18.44%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
16,163
shares
|
$374,981
0.07% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
15,991
shares
|
$370,991
0.23% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
15,982
shares
|
$370,782
0.35% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
15,878
shares
|
$368,369
0.0% of portfolio
|
Q3 2024
Reduced 96.37%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
15,798
shares
|
$366,513
0.11% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
15,714
shares
|
$364,564
0.5% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
15,562
shares
|
$361,038
0.12% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
15,540
shares
|
$360,528
0.07% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
15,492
shares
|
$359,414
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
15,461
shares
|
$358,695
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
15,350
shares
|
$356,120
0.12% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
15,343
shares
|
$355,957
0.02% of portfolio
|
Q3 2024
Added 65.42%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
15,269
shares
|
$354,240
0.04% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
15,213
shares
|
$352,941
0.45% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
15,028
shares
|
$348,649
0.26% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
14,995
shares
|
$347,884
0.31% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
14,859
shares
|
$344,728
0.14% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
14,679
shares
|
$340,552
0.2% of portfolio
|
Q3 2024
Added 152.13%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
14,654
shares
|
$339,972
0.29% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
14,486
shares
|
$336,075
0.15% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,457
shares
|
$335,402
0.03% of portfolio
|
Q3 2022
Reduced 33.04%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
14,445
shares
|
$335,124
0.37% of portfolio
|
Q3 2024
Added 145.79%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
14,315
shares
|
$332,108
0.55% of portfolio
|
Q3 2024
Reduced 0.72%
|