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 1,349 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 $8.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
2,024
shares
|
$46,956
0.05% of portfolio
|
Q3 2024
Added 39.11%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
2,000
shares
|
$46,400
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$46,400
0.12% of portfolio
|
Q1 2022
Added 96.08%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
1,981
shares
|
$45,959
0.05% of portfolio
|
Q3 2024
Added 182.6%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,952
shares
|
$45,286
0.04% of portfolio
|
Q3 2024
Added 820.75%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,892
shares
|
$43,894
0.04% of portfolio
|
Q4 2022
Added 169.13%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,824
shares
|
$42,316
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
1,802
shares
|
$41,806
0.01% of portfolio
|
Q2 2024
Added 1286.15%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
1,796
shares
|
$41,667
0.05% of portfolio
|
Q2 2024
Reduced 36.36%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,774
shares
|
$41,156
0.02% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,693
shares
|
$39,277
0.04% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
1,675
shares
|
$38,860
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
1,635
shares
|
$37,932
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
1,600
shares
|
$37,120
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
1,587
shares
|
$36,818
0.03% of portfolio
|
Q2 2024
Reduced 24.89%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,555
shares
|
$36,076
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
1,506
shares
|
$34,939
0.04% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$34,800
0.04% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,453
shares
|
$33,709
0.01% of portfolio
|
Q2 2023
Reduced 20.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,394
shares
|
$32,340
0.01% of portfolio
|
Q2 2024
Reduced 9.13%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,344
shares
|
$31,180
0.01% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,321
shares
|
$30,647
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,305
shares
|
$30,276
0.02% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
1,247
shares
|
$28,930
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,234
shares
|
$28,628
0.01% of portfolio
|
Q3 2024
Reduced 26.72%
|