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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
11,698
shares
|
$271,393
0.04% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
11,602
shares
|
$269,166
0.23% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
11,523
shares
|
$267,333
0.03% of portfolio
|
Q3 2024
Reduced 27.75%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
11,394
shares
|
$264,340
0.07% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
11,376
shares
|
$263,923
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
11,365
shares
|
$263,668
0.29% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
11,285
shares
|
$261,812
0.14% of portfolio
|
Q2 2024
Added 44.74%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
11,277
shares
|
$261,626
0.13% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,199
shares
|
$259,816
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
11,138
shares
|
$258,401
0.17% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
11,111
shares
|
$257,775
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
11,089
shares
|
$257,264
0.06% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
11,059
shares
|
$256,568
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
11,028
shares
|
$255,849
0.07% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
10,998
shares
|
$255,153
0.11% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
10,961
shares
|
$254,295
0.3% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,914
shares
|
$253,204
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
10,883
shares
|
$252,485
0.03% of portfolio
|
Q3 2024
Reduced 74.64%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,860
shares
|
$251,952
0.13% of portfolio
|
Q3 2024
Added 199.83%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
10,734
shares
|
$249,028
0.02% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
10,729
shares
|
$248,912
0.15% of portfolio
|
Q3 2022
Reduced 44.63%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
10,718
shares
|
$248,657
0.21% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
10,708
shares
|
$248,425
0.24% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
10,685
shares
|
$247,892
0.29% of portfolio
|
Q1 2024
Added 17.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,651
shares
|
$247,103
0.0% of portfolio
|
Q3 2024
Reduced 89.3%
|