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 |
|---|---|---|---|---|---|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
9,527
shares
|
$221,026
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
9,462
shares
|
$219,518
0.14% of portfolio
|
Q1 2023
Reduced 17.33%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
9,396
shares
|
$217,987
0.12% of portfolio
|
Q2 2024
Added 33.24%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
9,387
shares
|
$217,778
0.02% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
9,382
shares
|
$217,662
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
9,381
shares
|
$217,639
0.03% of portfolio
|
Q2 2022
Added 11.68%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
9,300
shares
|
$215,760
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
9,281
shares
|
$215,319
0.06% of portfolio
|
Q4 2022
Reduced 35.01%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
9,261
shares
|
$214,855
0.11% of portfolio
|
Q3 2024
Reduced 25.44%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
9,179
shares
|
$212,952
0.03% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
9,140
shares
|
$212,048
0.28% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
9,135
shares
|
$211,932
0.1% of portfolio
|
Q2 2023
Reduced 15.22%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
9,122
shares
|
$211,630
0.13% of portfolio
|
Q4 2023
Added 19.87%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
9,092
shares
|
$210,934
0.32% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
8,998
shares
|
$208,753
0.07% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
8,930
shares
|
$207,176
0.12% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
8,919
shares
|
$206,920
0.14% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
8,825
shares
|
$204,740
0.11% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
8,808
shares
|
$204,345
0.06% of portfolio
|
Q1 2024
Reduced 7.05%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Nov 05, 2024 Q3 2024 |
8,788
shares
|
$203,881
0.07% of portfolio
|
Q2 2024
Added 146.09%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
8,776
shares
|
$203,603
0.03% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
8,770
shares
|
$203,464
0.16% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
8,691
shares
|
$201,631
0.24% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
8,678
shares
|
$201,329
0.26% of portfolio
|
Q1 2024
Added 54.47%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
8,646
shares
|
$200,587
0.38% of portfolio
|
Q1 2024
Added 0.29%
|