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 $8.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,305
shares
|
$31,059
0.02% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
1,247
shares
|
$29,678
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,234
shares
|
$29,369
0.01% of portfolio
|
Q3 2024
Reduced 26.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,199
shares
|
$28,536
0.0% of portfolio
|
Q2 2024
Reduced 16.79%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
1,033
shares
|
$24,585
0.01% of portfolio
|
Q2 2024
Added 5.3%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,010
shares
|
$24,038
0.02% of portfolio
|
Q3 2024
Added 45.11%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$23,800
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
980
shares
|
$23,324
0.01% of portfolio
|
Q3 2023
Reduced 26.83%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
930
shares
|
$22,134
0.0% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
910
shares
|
$21,658
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
909
shares
|
$21,634
0.02% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
907
shares
|
$21,586
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
905
shares
|
$21,539
0.04% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
902
shares
|
$21,467
0.05% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
896
shares
|
$21,324
0.01% of portfolio
|
Q3 2024
Reduced 45.37%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
890
shares
|
$21,182
0.0% of portfolio
|
Q3 2024
Reduced 58.7%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
880
shares
|
$20,944
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
876
shares
|
$20,848
0.0% of portfolio
|
Q2 2024
Reduced 66.62%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
867
shares
|
$20,634
0.04% of portfolio
|
Q4 2023
Added 333.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
853
shares
|
$20,301
0.01% of portfolio
|
Q3 2024
Added 143.71%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
850
shares
|
$20,230
0.0% of portfolio
|
Q1 2024
Reduced 34.62%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
840
shares
|
$19,992
0.03% of portfolio
|
Q2 2022
Added 90.91%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
834
shares
|
$19,849
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
826
shares
|
$19,658
0.01% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
824
shares
|
$19,611
0.02% of portfolio
|
Q3 2023
New holding
|