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 |
|---|---|---|---|---|---|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,360
shares
|
$175,756
0.12% of portfolio
|
Q1 2024
Reduced 5.67%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
7,207
shares
|
$172,103
0.04% of portfolio
|
Q4 2024
Added 452.26%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
7,204
shares
|
$172,031
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
7,200
shares
|
$171,936
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
7,141
shares
|
$170,527
0.06% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,113
shares
|
$169,858
0.28% of portfolio
|
Q3 2023
Reduced 70.43%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
7,080
shares
|
$169,070
0.14% of portfolio
|
Q3 2024
Added 38.93%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
7,074
shares
|
$168,927
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
7,042
shares
|
$168,162
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
7,017
shares
|
$167,565
0.12% of portfolio
|
Q1 2023
Reduced 8.48%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
6,988
shares
|
$166,873
0.09% of portfolio
|
Q2 2024
Reduced 20.46%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
6,878
shares
|
$164,246
0.08% of portfolio
|
Q3 2024
Added 52.88%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
6,862
shares
|
$163,864
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
6,847
shares
|
$163,506
0.04% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
6,830
shares
|
$163,100
0.07% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
6,690
shares
|
$159,757
0.2% of portfolio
|
Q2 2024
Reduced 8.76%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
6,670
shares
|
$159,279
0.09% of portfolio
|
Q3 2024
Reduced 36.6%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
6,636
shares
|
$158,467
0.03% of portfolio
|
Q2 2024
Reduced 38.58%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
6,634
shares
|
$158,419
0.14% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,584
shares
|
$157,225
0.0% of portfolio
|
Q3 2024
Added 35.28%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
6,553
shares
|
$156,485
0.01% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,455
shares
|
$154,145
0.13% of portfolio
|
Q3 2023
Reduced 0.19%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
6,448
shares
|
$153,978
0.34% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,442
shares
|
$153,834
0.04% of portfolio
|
Q1 2022
Added 79.34%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
6,330
shares
|
$151,160
0.18% of portfolio
|
Q1 2022
Added 100.0%
|