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 1,257 institutions that hold shares in the stock, with a total of 426 Million shares, which have been reported (via 13F filing form) to have a value of $27.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
648,854
shares
|
$41.7 Million
0.06% of portfolio
|
Q1 2024
Added 6.36%
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 18, 2024 Q1 2024 |
644,587
shares
|
$41.4 Million
7.5% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
Courage Miller Partners, LLC
|
Apr 15, 2024 Q1 2024 |
637,475
shares
|
$41 Million
13.92% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
633,480
shares
|
$40.7 Million
0.01% of portfolio
|
Q1 2024
Added 4.69%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
624,504
shares
|
$40.1 Million
0.0% of portfolio
|
Q1 2024
Added 9.35%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
622,584
shares
|
$40 Million
1.27% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
Access Financial Services, Inc.
|
Apr 22, 2024 Q1 2024 |
606,464
shares
|
$39 Million
17.03% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
594,492
shares
|
$38.2 Million
0.56% of portfolio
|
Q1 2024
Reduced 11.12%
|
|
Ashford Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
574,906
shares
|
$36.9 Million
9.0% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
Leverty Financial Group, LLC
|
Apr 23, 2024 Q1 2024 |
570,226
shares
|
$36.6 Million
24.13% of portfolio
|
Q1 2024
Added 2.99%
|
|
Matrix Trust CO
|
May 06, 2024 Q1 2024 |
560,075
shares
|
$36 Million
7.86% of portfolio
|
Q1 2024
Reduced 1.79%
|
|
Veery Capital, LLC
|
Apr 19, 2024 Q1 2024 |
548,820
shares
|
$35.3 Million
13.96% of portfolio
|
Q1 2024
Added 1.29%
|
|
Embree Financial Group
Chicago, IL |
May 03, 2024 Q1 2024 |
544,482
shares
|
$35 Million
6.63% of portfolio
|
Q1 2024
Added 2.17%
|
|
Baker Avenue Asset Management, LP
|
May 10, 2024 Q1 2024 |
544,365
shares
|
$35 Million
1.18% of portfolio
|
Q1 2024
Added 0.09%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
537,663
shares
|
$34.5 Million
0.06% of portfolio
|
Q1 2024
Added 5.46%
|
|
Destination Wealth Management
|
May 14, 2024 Q1 2024 |
534,367
shares
|
$34.3 Million
1.11% of portfolio
|
Q1 2024
Reduced 41.65%
|
|
Moneywise, Inc.
|
Apr 22, 2024 Q1 2024 |
526,877
shares
|
$33.9 Million
17.82% of portfolio
|
Q1 2024
Reduced 7.64%
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
518,764
shares
|
$33.3 Million
2.93% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
516,477
shares
|
$33.2 Million
0.23% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
500,064
shares
|
$32.1 Million
0.45% of portfolio
|
Q4 2022
Reduced 1.95%
|
|
Newman Dignan & Sheerar, Inc.
|
Apr 26, 2024 Q1 2024 |
479,446
shares
|
$30.8 Million
8.06% of portfolio
|
Q1 2024
Added 3.48%
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
475,949
shares
|
$30.6 Million
0.52% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Apr 15, 2024 Q1 2024 |
472,794
shares
|
$30.4 Million
12.97% of portfolio
|
Q1 2024
Added 8.42%
|
|
Fidelis I M, LLC
Medford, OR |
Apr 17, 2024 Q1 2024 |
472,009
shares
|
$30.3 Million
14.71% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
470,392
shares
|
$30.2 Million
11.71% of portfolio
|
Q3 2023
Added 0.9%
|