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 |
|---|---|---|---|---|---|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
12,765
shares
|
$296,148
1.03% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,707
shares
|
$294,802
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
12,693
shares
|
$294,477
0.0% of portfolio
|
Q2 2024
Added 45.86%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,634
shares
|
$293,108
0.12% of portfolio
|
Q1 2023
Reduced 1.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
12,602
shares
|
$292,366
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
12,600
shares
|
$292,320
0.08% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12,273
shares
|
$284,733
0.62% of portfolio
|
Q1 2023
Added 111.13%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
12,237
shares
|
$283,898
0.21% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
12,202
shares
|
$283,086
0.06% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
12,195
shares
|
$282,924
0.71% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
12,169
shares
|
$282,320
0.11% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
12,113
shares
|
$281,021
0.16% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
12,041
shares
|
$279,351
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
12,035
shares
|
$279,212
0.0% of portfolio
|
Q3 2024
Reduced 37.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
12,017
shares
|
$278,794
0.06% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
11,972
shares
|
$277,750
0.03% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
11,887
shares
|
$275,778
0.05% of portfolio
|
Q1 2024
Reduced 54.72%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
11,825
shares
|
$274,340
0.09% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,816
shares
|
$274,131
0.02% of portfolio
|
Q3 2024
Reduced 36.46%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
11,804
shares
|
$273,852
0.22% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
11,760
shares
|
$272,832
0.14% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
11,744
shares
|
$272,460
0.15% of portfolio
|
Q3 2024
Added 92.46%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
11,726
shares
|
$272,043
0.27% of portfolio
|
Q4 2022
Reduced 19.4%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
11,720
shares
|
$271,904
0.03% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
11,715
shares
|
$271,788
0.35% of portfolio
|
Q2 2024
New holding
|