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 |
|---|---|---|---|---|---|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
5,152
shares
|
$119,526
0.06% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,139
shares
|
$119,224
0.1% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
5,100
shares
|
$118,320
0.1% of portfolio
|
Q2 2024
Reduced 28.17%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
5,037
shares
|
$116,858
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
5,030
shares
|
$116,696
0.06% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
5,015
shares
|
$116,348
0.14% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
5,000
shares
|
$116,000
0.13% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
5,000
shares
|
$116,000
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,986
shares
|
$115,675
0.03% of portfolio
|
Q3 2024
Reduced 15.62%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
4,985
shares
|
$115,652
0.07% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
4,984
shares
|
$115,628
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
4,979
shares
|
$115,512
0.01% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
4,956
shares
|
$114,979
0.09% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
4,925
shares
|
$114,260
0.2% of portfolio
|
Q3 2024
Added 22.67%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
4,924
shares
|
$114,236
0.19% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
4,923
shares
|
$114,213
0.02% of portfolio
|
Q3 2024
Added 47.4%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
4,897
shares
|
$113,610
0.15% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
4,882
shares
|
$113,262
0.14% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Nov 07, 2024 Q3 2024 |
4,882
shares
|
$113,262
0.03% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
4,854
shares
|
$112,612
0.48% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
4,845
shares
|
$112,404
0.06% of portfolio
|
Q1 2023
Added 2.98%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
4,831
shares
|
$112,079
0.1% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
4,822
shares
|
$111,870
0.02% of portfolio
|
Q3 2024
Added 6691.55%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,791
shares
|
$111,151
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,761
shares
|
$110,455
0.03% of portfolio
|
Q4 2023
New holding
|