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 1,379 institutions that hold shares in the stock, with a total of 472 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
8,590
shares
|
$205,129
0.27% of portfolio
|
Q3 2024
Reduced 56.78%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
8,545
shares
|
$204,054
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
8,515
shares
|
$203,338
0.03% of portfolio
|
Q4 2024
Added 201.2%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
8,469
shares
|
$202,239
0.0% of portfolio
|
Q4 2024
Added 159.15%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
8,350
shares
|
$199,398
0.14% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8,282
shares
|
$197,774
0.01% of portfolio
|
Q4 2024
Added 893.05%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,254
shares
|
$197,105
0.07% of portfolio
|
Q2 2022
Added 15.93%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
8,208
shares
|
$196,007
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
8,086
shares
|
$193,093
0.09% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
8,057
shares
|
$192,401
0.11% of portfolio
|
Q4 2024
Added 200.07%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
8,007
shares
|
$191,207
0.13% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
7,961
shares
|
$190,108
0.12% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
7,930
shares
|
$189,368
0.32% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,889
shares
|
$188,389
0.01% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
7,854
shares
|
$187,553
0.01% of portfolio
|
Q4 2022
Reduced 4.2%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
7,843
shares
|
$187,290
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
7,843
shares
|
$187,290
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
7,811
shares
|
$186,526
0.07% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
7,781
shares
|
$185,810
0.0% of portfolio
|
Q2 2024
Reduced 18.12%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
7,771
shares
|
$185,571
0.04% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
7,718
shares
|
$184,305
1.45% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
7,702
shares
|
$183,923
0.0% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7,628
shares
|
$182,156
0.0% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
7,578
shares
|
$180,962
0.04% of portfolio
|
Q1 2024
Reduced 11.8%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
7,537
shares
|
$179,983
0.03% of portfolio
|
Q3 2024
Reduced 11.5%
|