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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
145,304
shares
|
$3.46 Million
1.39% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
144,814
shares
|
$3.45 Million
5.25% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
141,535
shares
|
$3.37 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
141,309
shares
|
$3.36 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
141,154
shares
|
$3.36 Million
3.99% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
137,987
shares
|
$3.28 Million
0.44% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
137,894
shares
|
$3.28 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
134,909
shares
|
$3.21 Million
10.24% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
134,777
shares
|
$3.21 Million
3.26% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
134,267
shares
|
$3.2 Million
1.05% of portfolio
|
Q3 2024
Reduced 20.85%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
134,163
shares
|
$3.19 Million
2.64% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
133,041
shares
|
$3.17 Million
1.14% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
129,200
shares
|
$3.07 Million
1.5% of portfolio
|
Q3 2022
Reduced 0.93%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
129,121
shares
|
$3.07 Million
3.14% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
127,760
shares
|
$3.04 Million
4.58% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
127,667
shares
|
$3.04 Million
2.76% of portfolio
|
Q3 2024
Added 20.68%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
127,270
shares
|
$3.03 Million
0.16% of portfolio
|
Q3 2024
Added 250.3%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
125,835
shares
|
$2.99 Million
3.15% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
125,310
shares
|
$2.98 Million
4.56% of portfolio
|
Q2 2022
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
124,851
shares
|
$2.97 Million
4.09% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
124,064
shares
|
$2.95 Million
0.32% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
123,828
shares
|
$2.95 Million
3.35% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
123,354
shares
|
$2.94 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
122,693
shares
|
$2.92 Million
0.03% of portfolio
|
Q3 2024
Reduced 21.1%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
121,910
shares
|
$2.9 Million
2.31% of portfolio
|
Q3 2024
Added 6.16%
|