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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
26,285
shares
|
$605,080
0.12% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
26,270
shares
|
$604,735
0.15% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
26,153
shares
|
$602,042
0.19% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
26,123
shares
|
$601,351
0.12% of portfolio
|
Q3 2024
Reduced 23.81%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
26,049
shares
|
$599,647
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
25,774
shares
|
$593,317
0.0% of portfolio
|
Q3 2024
Added 32.05%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
25,713
shares
|
$591,913
0.17% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
25,705
shares
|
$591,729
1.18% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
25,635
shares
|
$590,117
0.01% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
25,583
shares
|
$588,920
0.24% of portfolio
|
Q1 2024
Reduced 4.36%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
25,476
shares
|
$586,457
0.11% of portfolio
|
Q3 2024
Added 34.69%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
25,450
shares
|
$585,859
0.8% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
25,372
shares
|
$584,063
0.04% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
25,083
shares
|
$577,410
0.05% of portfolio
|
Q3 2023
Reduced 3.47%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
24,922
shares
|
$573,704
0.1% of portfolio
|
Q3 2024
Added 453.33%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
24,905
shares
|
$573,313
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
24,879
shares
|
$572,714
0.77% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
24,649
shares
|
$567,419
0.03% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
24,627
shares
|
$566,913
0.71% of portfolio
|
Q2 2024
Added 7.64%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
24,218
shares
|
$557,498
0.77% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
24,162
shares
|
$556,209
0.19% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
24,120
shares
|
$555,242
0.96% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
23,754
shares
|
$546,817
0.0% of portfolio
|
Q3 2024
Added 24.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
23,720
shares
|
$546,034
0.07% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
23,654
shares
|
$544,515
0.71% of portfolio
|
Q3 2024
Added 0.39%
|