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 $8.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
290,849
shares
|
$6.92 Million
0.43% of portfolio
|
Q3 2024
Added 13.17%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
289,272
shares
|
$6.88 Million
1.87% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
288,991
shares
|
$6.88 Million
4.07% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
285,390
shares
|
$6.79 Million
0.05% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
282,829
shares
|
$6.73 Million
11.18% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
280,212
shares
|
$6.67 Million
3.81% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
278,921
shares
|
$6.64 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
277,870
shares
|
$6.61 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
275,260
shares
|
$6.55 Million
2.1% of portfolio
|
Q3 2024
Added 190.06%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
274,936
shares
|
$6.54 Million
3.18% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
271,717
shares
|
$6.47 Million
0.02% of portfolio
|
Q3 2024
Added 22.44%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
269,266
shares
|
$6.41 Million
2.26% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
268,068
shares
|
$6.38 Million
2.57% of portfolio
|
Q3 2024
Added 285.87%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
265,123
shares
|
$6.31 Million
6.68% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
264,834
shares
|
$6.3 Million
3.62% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
262,277
shares
|
$6.24 Million
1.74% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
257,105
shares
|
$6.12 Million
1.35% of portfolio
|
Q3 2024
Added 81.01%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
254,982
shares
|
$6.07 Million
1.52% of portfolio
|
Q3 2024
Added 183.71%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
254,711
shares
|
$6.06 Million
0.23% of portfolio
|
Q3 2024
Added 713.93%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
254,338
shares
|
$6.05 Million
5.73% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
250,329
shares
|
$5.96 Million
0.18% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
247,584
shares
|
$5.89 Million
0.38% of portfolio
|
Q3 2024
Added 25.92%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
246,350
shares
|
$5.86 Million
0.84% of portfolio
|
Q3 2024
Added 69.14%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
236,417
shares
|
$5.63 Million
0.46% of portfolio
|
Q3 2024
Added 215.5%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
235,823
shares
|
$5.61 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.5%
|