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 |
|---|---|---|---|---|---|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
10,620
shares
|
$246,384
0.25% of portfolio
|
Q3 2024
Added 18.39%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
10,611
shares
|
$246,175
0.01% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
10,594
shares
|
$245,780
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Pillar Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,565
shares
|
$245,108
21.42% of portfolio
|
Q3 2024
Reduced 93.9%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
10,535
shares
|
$244,412
0.06% of portfolio
|
Q2 2024
Added 287.03%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
10,521
shares
|
$244,087
0.06% of portfolio
|
Q3 2024
Added 52.97%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
10,510
shares
|
$243,832
0.7% of portfolio
|
Q3 2024
Added 89.23%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
10,464
shares
|
$242,764
0.05% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
10,390
shares
|
$241,048
0.21% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
10,360
shares
|
$240,352
0.05% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
10,311
shares
|
$239,215
0.11% of portfolio
|
Q2 2024
Added 5.97%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
10,273
shares
|
$238,333
0.25% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
10,268
shares
|
$238,217
0.04% of portfolio
|
Q3 2024
Reduced 78.44%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
10,192
shares
|
$236,454
0.05% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,174
shares
|
$236,036
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
10,137
shares
|
$235,178
0.08% of portfolio
|
Q2 2024
Reduced 18.86%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
10,059
shares
|
$233,368
0.02% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
9,996
shares
|
$231,907
0.05% of portfolio
|
Q3 2024
Reduced 17.7%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
9,976
shares
|
$231,443
0.08% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,966
shares
|
$231,211
0.08% of portfolio
|
Q1 2024
Added 82950.0%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
9,919
shares
|
$230,120
0.25% of portfolio
|
Q2 2024
Added 36.32%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
9,877
shares
|
$229,146
0.04% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
9,835
shares
|
$228,172
0.09% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
9,671
shares
|
$224,367
0.08% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
9,656
shares
|
$224,019
0.17% of portfolio
|
Q3 2024
Added 0.03%
|