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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
14,264
shares
|
$330,924
0.01% of portfolio
|
Q2 2024
Added 49.49%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
14,116
shares
|
$327,491
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
14,060
shares
|
$326,192
0.06% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
14,027
shares
|
$325,426
0.13% of portfolio
|
Q3 2024
Added 364.01%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
13,938
shares
|
$323,361
0.43% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
13,918
shares
|
$322,897
0.64% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
13,916
shares
|
$322,851
0.25% of portfolio
|
Q2 2023
Reduced 0.73%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
13,857
shares
|
$321,482
0.01% of portfolio
|
Q3 2024
Reduced 21.1%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
13,837
shares
|
$321,018
0.06% of portfolio
|
Q3 2024
Added 27.45%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
13,837
shares
|
$321,018
0.0% of portfolio
|
Q3 2024
Added 36.97%
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
13,829
shares
|
$320,832
0.4% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
13,800
shares
|
$320,160
0.91% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
13,776
shares
|
$319,603
0.39% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
13,767
shares
|
$319,394
0.25% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13,676
shares
|
$317,283
0.18% of portfolio
|
Q2 2022
Reduced 74.9%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
13,653
shares
|
$316,749
0.2% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
13,644
shares
|
$316,540
0.29% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
13,564
shares
|
$314,684
0.09% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
13,464
shares
|
$312,364
0.31% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
13,454
shares
|
$312,132
0.2% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
13,433
shares
|
$311,645
0.48% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,196
shares
|
$306,147
0.02% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
13,105
shares
|
$304,036
0.23% of portfolio
|
Q3 2023
Added 9.39%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
13,014
shares
|
$301,924
0.75% of portfolio
|
Q1 2024
Reduced 13.78%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
13,002
shares
|
$301,646
0.16% of portfolio
|
Q3 2024
Reduced 10.46%
|