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 1,257 institutions that hold shares in the stock, with a total of 426 Million shares, which have been reported (via 13F filing form) to have a value of $27.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
1,003,572
shares
|
$64.5 Million
0.78% of portfolio
|
Q1 2024
Reduced 2.85%
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
May 01, 2024 Q1 2024 |
996,100
shares
|
$64 Million
16.1% of portfolio
|
Q1 2024
Added 3.46%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
994,267
shares
|
$63.9 Million
0.24% of portfolio
|
Q1 2024
Reduced 5.42%
|
|
Adams Wealth Management
|
May 20, 2024 Q1 2024 |
953,190
shares
|
$61.2 Million
15.46% of portfolio
|
Q1 2024
Added 7.98%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
947,703
shares
|
$60.9 Million
5.64% of portfolio
|
Q1 2024
Added 46.38%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
873,486
shares
|
$56.1 Million
0.63% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
873,405
shares
|
$56.1 Million
1.4% of portfolio
|
Q1 2024
Added 1.12%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
813,694
shares
|
$52.3 Million
0.42% of portfolio
|
Q1 2024
Reduced 8.15%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
812,125
shares
|
$52.2 Million
1.6% of portfolio
|
Q1 2024
Reduced 5.03%
|
|
Legacy Wealth Management, Inc
|
Apr 12, 2024 Q1 2024 |
808,764
shares
|
$52 Million
3.7% of portfolio
|
Q1 2024
Reduced 5.77%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
May 16, 2024 Q1 2024 |
787,206
shares
|
$50.6 Million
4.45% of portfolio
|
Q1 2024
Added 0.26%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
781,244
shares
|
$50.2 Million
0.51% of portfolio
|
Q2 2022
Added 90.88%
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 01, 2024 Q1 2024 |
775,746
shares
|
$49.8 Million
13.88% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
Towercrest Capital Management
Newtown, PA |
May 09, 2024 Q1 2024 |
775,746
shares
|
$49.8 Million
8.03% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
767,889
shares
|
$49.3 Million
7.2% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
743,309
shares
|
$47.8 Million
0.93% of portfolio
|
Q1 2024
Added 5.16%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
737,490
shares
|
$47.4 Million
6.39% of portfolio
|
Q1 2024
Added 5.24%
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
735,026
shares
|
$47.2 Million
4.1% of portfolio
|
Q1 2024
Added 4.41%
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
731,251
shares
|
$47 Million
3.8% of portfolio
|
Q3 2022
Added 3.4%
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 09, 2024 Q1 2024 |
716,173
shares
|
$46 Million
7.15% of portfolio
|
Q1 2024
Reduced 8.74%
|
|
Riversedge Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
694,098
shares
|
$44.6 Million
10.62% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
693,089
shares
|
$44.5 Million
0.14% of portfolio
|
Q1 2024
Reduced 15.99%
|
|
Buffington Mohr Mc Neal
|
Apr 18, 2024 Q1 2024 |
691,159
shares
|
$44.4 Million
7.79% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
671,023
shares
|
$43.1 Million
1.63% of portfolio
|
Q4 2023
Added 3.93%
|
|
Appleton Partners Inc
|
Apr 01, 2024 Q1 2024 |
663,535
shares
|
$42.6 Million
3.2% of portfolio
|
Q1 2024
Added 0.26%
|