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 1,365 institutions that hold shares in the stock, with a total of 452 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
3,371
shares
|
$81,342
0.07% of portfolio
|
Q3 2024
Added 155.77%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,335
shares
|
$80,473
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
3,305
shares
|
$79,749
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,304
shares
|
$79,725
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
3,295
shares
|
$79,508
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
3,255
shares
|
$78,543
0.02% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
3,240
shares
|
$78,181
0.0% of portfolio
|
Q3 2024
Reduced 47.75%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,116
shares
|
$75,189
0.01% of portfolio
|
Q2 2023
Reduced 37.88%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,114
shares
|
$75,140
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
3,111
shares
|
$75,068
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
3,107
shares
|
$74,971
0.03% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,106
shares
|
$74,947
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
3,099
shares
|
$74,778
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
3,064
shares
|
$73,934
0.13% of portfolio
|
Q3 2024
Reduced 24.75%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,060
shares
|
$73,837
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
3,050
shares
|
$73,596
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,031
shares
|
$73,138
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
3,006
shares
|
$72,534
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
3,004
shares
|
$72,486
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
3,000
shares
|
$72,390
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,975
shares
|
$71,786
0.03% of portfolio
|
Q3 2024
Added 58.67%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
2,962
shares
|
$71,473
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,940
shares
|
$70,942
0.08% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,814
shares
|
$67,901
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,739
shares
|
$66,092
0.04% of portfolio
|
Q1 2024
Reduced 66.67%
|