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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
816
shares
|
$19,420
0.01% of portfolio
|
Q2 2023
Reduced 6.64%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
814
shares
|
$19,373
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
814
shares
|
$19,373
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
800
shares
|
$19,040
0.0% of portfolio
|
Q3 2024
Added 312.37%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
791
shares
|
$18,825
0.0% of portfolio
|
Q3 2024
Added 200.76%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
783
shares
|
$18,635
0.0% of portfolio
|
Q2 2024
Reduced 54.45%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
747
shares
|
$17,778
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
726
shares
|
$17,278
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
713
shares
|
$16,969
0.01% of portfolio
|
Q2 2023
Added 0.14%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
712
shares
|
$16,945
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
708
shares
|
$16,850
0.02% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
704
shares
|
$16,755
0.01% of portfolio
|
Q3 2024
Added 59.64%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
675
shares
|
$16,065
0.01% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
652
shares
|
$15,517
0.04% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
649
shares
|
$15,446
0.03% of portfolio
|
Q3 2024
Reduced 54.65%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
636
shares
|
$15,136
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
626
shares
|
$14,898
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
607
shares
|
$14,446
0.03% of portfolio
|
Q3 2024
Reduced 17.75%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
588
shares
|
$13,994
0.0% of portfolio
|
Q3 2024
Added 3166.67%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
578
shares
|
$13,756
0.01% of portfolio
|
Q2 2024
Reduced 20.6%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
574
shares
|
$13,661
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
571
shares
|
$13,589
0.02% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
520
shares
|
$12,376
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
508
shares
|
$12,090
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
494
shares
|
$11,757
0.0% of portfolio
|
Q1 2024
Added 139.81%
|