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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
17,152
shares
|
$394,839
0.02% of portfolio
|
Q3 2024
Added 77.89%
|
|
|
West Oak Capital, LLC
|
Jan 10, 2025 Q4 2024 |
16,886
shares
|
$388,715
1.87% of portfolio
|
Q4 2024
Reduced 78.24%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
16,767
shares
|
$385,976
0.12% of portfolio
|
Q3 2024
Reduced 45.85%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
16,602
shares
|
$382,178
0.87% of portfolio
|
Q4 2023
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
16,503
shares
|
$379,899
0.81% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
16,470
shares
|
$379,139
0.41% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
16,465
shares
|
$379,024
0.62% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
16,440
shares
|
$378,448
0.8% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
16,340
shares
|
$376,146
0.03% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
16,291
shares
|
$375,018
0.07% of portfolio
|
Q3 2024
Added 64.61%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
16,249
shares
|
$374,051
0.26% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
16,163
shares
|
$372,072
0.07% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
15,991
shares
|
$368,112
0.23% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
15,982
shares
|
$367,905
0.35% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
15,922
shares
|
$366,524
0.12% of portfolio
|
Q4 2024
Added 185.34%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
15,878
shares
|
$365,511
0.0% of portfolio
|
Q3 2024
Reduced 96.37%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
15,798
shares
|
$363,669
0.11% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
15,720
shares
|
$361,874
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
15,714
shares
|
$361,736
0.5% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
15,562
shares
|
$358,237
0.12% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
15,540
shares
|
$357,730
0.07% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
15,492
shares
|
$356,625
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
15,461
shares
|
$355,912
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
15,350
shares
|
$353,357
0.12% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
15,343
shares
|
$353,195
0.02% of portfolio
|
Q3 2024
Added 65.42%
|