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 |
|---|---|---|---|---|---|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
33,403
shares
|
$768,937
2.56% of portfolio
|
Q3 2024
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
33,357
shares
|
$767,878
0.69% of portfolio
|
Q4 2023
Reduced 2.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
33,311
shares
|
$766,819
0.04% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
33,288
shares
|
$766,289
0.05% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
32,995
shares
|
$759,544
0.78% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
32,886
shares
|
$757,035
0.43% of portfolio
|
Q3 2024
Added 12.06%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
32,730
shares
|
$753,444
0.19% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
32,714
shares
|
$753,076
0.22% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
32,479
shares
|
$747,666
1.28% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
32,414
shares
|
$746,170
0.14% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
32,410
shares
|
$746,078
0.09% of portfolio
|
Q3 2024
Added 191.67%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
32,328
shares
|
$744,190
0.01% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
32,065
shares
|
$738,136
0.23% of portfolio
|
Q3 2024
Added 163.89%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
32,005
shares
|
$736,755
1.42% of portfolio
|
Q1 2024
Reduced 1.61%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
31,994
shares
|
$736,501
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
31,845
shares
|
$733,071
0.4% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
31,684
shares
|
$729,365
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
31,659
shares
|
$728,790
0.63% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
31,567
shares
|
$726,672
0.04% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
31,524
shares
|
$725,682
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
31,261
shares
|
$719,628
0.01% of portfolio
|
Q2 2023
Added 11.91%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
31,023
shares
|
$714,149
1.12% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
31,000
shares
|
$713,620
0.19% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
30,919
shares
|
$711,755
0.38% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
30,618
shares
|
$704,826
0.77% of portfolio
|
Q3 2024
Added 1.24%
|