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 1,352 institutions that hold shares in the stock, with a total of 353 Million shares, which have been reported (via 13F filing form) to have a value of $8.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
42,195
shares
|
$971,328
0.42% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
41,734
shares
|
$960,716
1.57% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
41,650
shares
|
$958,783
0.35% of portfolio
|
Q1 2023
Reduced 0.66%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
41,546
shares
|
$956,388
0.18% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
41,544
shares
|
$956,342
0.09% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
41,482
shares
|
$954,915
0.66% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
41,356
shares
|
$952,015
0.34% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
40,631
shares
|
$935,325
0.06% of portfolio
|
Q4 2023
Reduced 2.5%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
40,214
shares
|
$925,726
0.81% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
40,160
shares
|
$924,483
0.38% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
40,105
shares
|
$923,217
0.71% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
40,096
shares
|
$923,009
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
40,082
shares
|
$922,687
3.55% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
39,734
shares
|
$914,676
0.06% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
39,400
shares
|
$906,988
0.81% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
39,382
shares
|
$906,573
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
38,953
shares
|
$896,698
0.12% of portfolio
|
Q2 2022
Reduced 0.7%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
38,710
shares
|
$891,104
0.11% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
38,706
shares
|
$891,012
0.08% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
38,685
shares
|
$890,528
1.25% of portfolio
|
Q3 2024
Added 18.85%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
38,631
shares
|
$889,285
0.97% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
38,411
shares
|
$884,221
0.1% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
38,362
shares
|
$883,093
0.45% of portfolio
|
Q4 2022
Reduced 5.24%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
38,227
shares
|
$879,985
0.33% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
38,150
shares
|
$878,213
1.39% of portfolio
|
Q3 2024
Added 2.29%
|