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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
19,710
shares
|
$453,724
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
19,596
shares
|
$451,099
0.16% of portfolio
|
Q2 2023
Added 26.07%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
19,286
shares
|
$443,963
0.11% of portfolio
|
Q3 2024
Added 28.98%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
19,237
shares
|
$442,835
0.71% of portfolio
|
Q2 2024
Reduced 8.57%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
19,170
shares
|
$441,293
0.02% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
19,146
shares
|
$440,740
0.82% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
19,110
shares
|
$439,912
0.16% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
19,050
shares
|
$438,531
0.64% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
19,012
shares
|
$437,656
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
18,885
shares
|
$434,732
0.94% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
18,697
shares
|
$430,404
0.06% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
18,483
shares
|
$425,478
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
18,436
shares
|
$424,396
0.02% of portfolio
|
Q3 2024
Added 74.37%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
17,883
shares
|
$411,666
0.08% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
17,837
shares
|
$410,607
0.0% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
17,744
shares
|
$408,466
0.27% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
17,738
shares
|
$408,328
0.66% of portfolio
|
Q3 2024
Reduced 96.39%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
17,696
shares
|
$407,361
0.15% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
17,621
shares
|
$405,635
0.76% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
17,588
shares
|
$404,875
0.13% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
17,461
shares
|
$401,952
0.93% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
17,384
shares
|
$400,179
0.39% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
17,214
shares
|
$396,266
0.06% of portfolio
|
Q3 2022
Added 3.97%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
17,194
shares
|
$395,805
0.66% of portfolio
|
Q3 2024
Reduced 24.74%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
17,191
shares
|
$395,736
0.01% of portfolio
|
Q2 2023
Added 8.85%
|