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 1,365 institutions that hold shares in the stock, with a total of 452 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
66
shares
|
$1,592
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
58
shares
|
$1,399
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
53
shares
|
$1,278
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
50
shares
|
$1,206
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
48
shares
|
$1,158
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
40
shares
|
$965
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
26
shares
|
$627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
24
shares
|
$579
0.0% of portfolio
|
Q1 2024
Reduced 79.13%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
15
shares
|
$361
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
15
shares
|
$361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
14
shares
|
$337
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
13
shares
|
$313
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
8
shares
|
$193
0.0% of portfolio
|
Q3 2023
Reduced 96.9%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7
shares
|
$168
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
4
shares
|
$96
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
4
shares
|
$96
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|