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 1,257 institutions that hold shares in the stock, with a total of 426 Million shares, which have been reported (via 13F filing form) to have a value of $27.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
B & T Capital Management Dba Alpha Capital Management
|
Apr 12, 2024 Q1 2024 |
259,969
shares
|
$16.7 Million
3.26% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
258,441
shares
|
$16.6 Million
0.41% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
May 15, 2024 Q1 2024 |
256,669
shares
|
$16.5 Million
7.55% of portfolio
|
Q1 2024
Added 8.04%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
255,869
shares
|
$16.4 Million
0.18% of portfolio
|
Q1 2024
Added 1.34%
|
|
Bcs Wealth Management
|
Apr 10, 2024 Q1 2024 |
255,338
shares
|
$16.4 Million
5.08% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
Leavell Investment Management, Inc.
|
Apr 24, 2024 Q1 2024 |
242,116
shares
|
$15.6 Million
0.88% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
237,030
shares
|
$15.2 Million
0.04% of portfolio
|
Q1 2024
Added 49.88%
|
|
Essex LLC
|
May 03, 2024 Q1 2024 |
235,830
shares
|
$15.2 Million
3.47% of portfolio
|
Q1 2024
Added 6.04%
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Apr 16, 2024 Q1 2024 |
234,178
shares
|
$15 Million
7.2% of portfolio
|
Q1 2024
Reduced 49.58%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
229,565
shares
|
$14.7 Million
0.03% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
229,179
shares
|
$14.7 Million
0.43% of portfolio
|
Q1 2024
Added 1.7%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
227,560
shares
|
$14.6 Million
0.66% of portfolio
|
Q1 2024
New holding
|
|
First National Corp
|
Apr 15, 2024 Q1 2024 |
226,896
shares
|
$14.6 Million
3.37% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
226,343
shares
|
$14.5 Million
1.43% of portfolio
|
Q1 2024
Added 15.9%
|
|
Mcf Advisors LLC
Covington, KY |
Apr 16, 2024 Q1 2024 |
216,456
shares
|
$13.9 Million
1.04% of portfolio
|
Q1 2024
Reduced 8.83%
|
|
Lutz Financial Services LLC
|
May 03, 2024 Q1 2024 |
212,303
shares
|
$13.6 Million
1.15% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
210,610
shares
|
$13.5 Million
0.74% of portfolio
|
Q1 2024
Reduced 6.58%
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 02, 2024 Q1 2024 |
207,878
shares
|
$13.4 Million
3.51% of portfolio
|
Q1 2024
Added 1.25%
|
|
Leisure Capital Management
|
May 06, 2024 Q1 2024 |
205,041
shares
|
$13.2 Million
6.42% of portfolio
|
Q1 2024
Added 4.47%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
203,630
shares
|
$13.1 Million
0.77% of portfolio
|
Q1 2024
Added 1700.92%
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
201,676
shares
|
$13 Million
3.23% of portfolio
|
Q4 2023
New holding
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
201,265
shares
|
$12.9 Million
1.57% of portfolio
|
Q1 2024
Added 11.25%
|
|
Vista Private Wealth Partners. LLC
|
May 13, 2024 Q1 2024 |
199,662
shares
|
$12.8 Million
5.57% of portfolio
|
Q1 2024
Reduced 49.51%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
197,360
shares
|
$12.7 Million
0.02% of portfolio
|
Q1 2024
Added 2.55%
|
|
Sws Partners
|
Apr 30, 2024 Q1 2024 |
195,792
shares
|
$12.6 Million
3.65% of portfolio
|
Q1 2024
Reduced 1.37%
|