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 1,353 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $8.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
777,112
shares
|
$18.5 Million
3.42% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
755,138
shares
|
$18 Million
13.3% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
755,138
shares
|
$18 Million
8.14% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
742,028
shares
|
$17.7 Million
1.46% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
731,251
shares
|
$17.4 Million
3.8% of portfolio
|
Q3 2022
Added 3.4%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
727,371
shares
|
$17.3 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
701,824
shares
|
$16.7 Million
7.88% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
696,983
shares
|
$16.6 Million
1.51% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
688,440
shares
|
$16.4 Million
0.0% of portfolio
|
Q3 2024
Added 18.19%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
678,632
shares
|
$16.2 Million
2.33% of portfolio
|
Q3 2024
Added 214.97%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
644,254
shares
|
$15.3 Million
3.22% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
636,350
shares
|
$15.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
635,973
shares
|
$15.1 Million
1.27% of portfolio
|
Q3 2024
Added 16.65%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
628,480
shares
|
$15 Million
9.32% of portfolio
|
Q3 2024
New holding
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
627,994
shares
|
$14.9 Million
6.21% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
627,221
shares
|
$14.9 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
622,584
shares
|
$14.8 Million
1.27% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
612,981
shares
|
$14.6 Million
10.1% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
608,855
shares
|
$14.5 Million
13.92% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
586,669
shares
|
$14 Million
14.82% of portfolio
|
Q3 2024
Added 20.02%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
582,340
shares
|
$13.9 Million
7.04% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
577,736
shares
|
$13.8 Million
0.06% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
577,081
shares
|
$13.7 Million
9.18% of portfolio
|
Q3 2024
Added 208.61%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
575,073
shares
|
$13.7 Million
7.04% of portfolio
|
Q3 2024
Reduced 25.84%
|
|
|
Ashford Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
571,456
shares
|
$13.6 Million
9.03% of portfolio
|
Q3 2024
Reduced 0.13%
|