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 |
|---|---|---|---|---|---|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
21,848
shares
|
$502,940
0.4% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
21,628
shares
|
$497,876
0.1% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
21,526
shares
|
$495,528
0.55% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,491
shares
|
$494,722
0.1% of portfolio
|
Q4 2022
Reduced 2.75%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
21,423
shares
|
$493,157
0.06% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
21,378
shares
|
$492,121
0.06% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
21,340
shares
|
$491,246
0.84% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
21,258
shares
|
$489,359
0.34% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
21,157
shares
|
$487,034
0.24% of portfolio
|
Q1 2024
Added 0.0%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
21,105
shares
|
$485,837
1.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
20,913
shares
|
$481,417
0.19% of portfolio
|
Q3 2024
Added 30.44%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
20,910
shares
|
$481,348
0.24% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
20,891
shares
|
$480,910
0.04% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
20,725
shares
|
$477,089
0.93% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
20,666
shares
|
$475,731
0.03% of portfolio
|
Q3 2024
Added 16.21%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,614
shares
|
$474,534
0.6% of portfolio
|
Q2 2022
Added 2.58%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,570
shares
|
$473,521
0.04% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
20,549
shares
|
$473,037
0.25% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
20,451
shares
|
$470,782
0.3% of portfolio
|
Q3 2024
Added 149.46%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
20,408
shares
|
$469,792
0.0% of portfolio
|
Q2 2022
Reduced 23.71%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
20,374
shares
|
$469,009
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
20,225
shares
|
$465,579
0.29% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
19,962
shares
|
$459,525
0.25% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
19,939
shares
|
$458,995
0.06% of portfolio
|
Q3 2024
Added 159.93%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
19,934
shares
|
$458,880
0.02% of portfolio
|
Q3 2024
Added 8.03%
|