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 |
|---|---|---|---|---|---|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
8,590
shares
|
$199,288
0.27% of portfolio
|
Q3 2024
Reduced 56.78%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
8,545
shares
|
$198,244
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
8,499
shares
|
$197,176
0.01% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,405
shares
|
$194,996
0.05% of portfolio
|
Q3 2024
Added 24.39%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
8,350
shares
|
$193,720
0.14% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,254
shares
|
$191,492
0.07% of portfolio
|
Q2 2022
Added 15.93%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
8,090
shares
|
$187,688
0.51% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
8,086
shares
|
$187,595
0.09% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
8,051
shares
|
$186,783
0.35% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
8,007
shares
|
$185,762
0.13% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$185,600
0.27% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,997
shares
|
$185,530
0.03% of portfolio
|
Q3 2024
Added 23.28%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
7,964
shares
|
$184,764
0.0% of portfolio
|
Q2 2024
Added 296.22%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
7,961
shares
|
$184,695
0.12% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
7,930
shares
|
$183,976
0.32% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,889
shares
|
$183,024
0.01% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
7,854
shares
|
$182,212
0.01% of portfolio
|
Q4 2022
Reduced 4.2%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
7,843
shares
|
$181,957
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
7,843
shares
|
$181,957
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
7,811
shares
|
$181,215
0.07% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
M&T Bank Corp
|
Nov 15, 2024 Q3 2024 |
7,781
shares
|
$180,519
0.0% of portfolio
|
Q2 2024
Reduced 18.12%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
7,771
shares
|
$180,287
0.04% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
7,728
shares
|
$179,289
0.06% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
7,718
shares
|
$179,057
1.45% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
7,702
shares
|
$178,686
0.0% of portfolio
|
Q3 2024
Added 2.28%
|