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 |
|---|---|---|---|---|---|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
15,269
shares
|
$351,492
0.04% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
15,213
shares
|
$350,203
0.45% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
15,028
shares
|
$345,944
0.26% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
14,995
shares
|
$345,184
0.31% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
14,937
shares
|
$343,849
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
14,896
shares
|
$342,905
0.53% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
14,859
shares
|
$342,054
0.14% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
14,679
shares
|
$337,910
0.2% of portfolio
|
Q3 2024
Added 152.13%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
14,654
shares
|
$337,335
0.29% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
14,639
shares
|
$336,989
0.11% of portfolio
|
Q4 2024
Added 172.15%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
14,486
shares
|
$333,467
0.15% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,457
shares
|
$332,800
0.03% of portfolio
|
Q3 2022
Reduced 33.04%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
14,445
shares
|
$332,523
0.37% of portfolio
|
Q3 2024
Added 145.79%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
14,315
shares
|
$329,531
0.55% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
14,264
shares
|
$328,357
0.01% of portfolio
|
Q2 2024
Added 49.49%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
14,116
shares
|
$324,950
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
14,060
shares
|
$323,661
0.06% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
14,027
shares
|
$322,901
0.13% of portfolio
|
Q3 2024
Added 364.01%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
13,938
shares
|
$320,852
0.43% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
13,918
shares
|
$320,392
0.64% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
13,916
shares
|
$320,346
0.25% of portfolio
|
Q2 2023
Reduced 0.73%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
13,857
shares
|
$318,988
0.01% of portfolio
|
Q3 2024
Reduced 21.1%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
13,837
shares
|
$318,527
0.06% of portfolio
|
Q3 2024
Added 27.45%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
13,837
shares
|
$318,527
0.0% of portfolio
|
Q3 2024
Added 36.97%
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
13,829
shares
|
$318,343
0.4% of portfolio
|
Q3 2024
Reduced 1.56%
|