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 1,470 institutions that hold shares in the stock, with a total of 1.07 Billion shares, which have been reported (via 13F filing form) to have a value of $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
507,984
shares
|
$11.9 Million
2.44% of portfolio
|
Q4 2024
Added 189.32%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
507,526
shares
|
$11.9 Million
1.42% of portfolio
|
Q4 2024
Added 195.31%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
500,064
shares
|
$11.8 Million
0.45% of portfolio
|
Q4 2022
Reduced 1.95%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
495,352
shares
|
$11.6 Million
0.07% of portfolio
|
Q4 2024
Added 220.01%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
495,189
shares
|
$11.6 Million
1.44% of portfolio
|
Q4 2024
Added 194.3%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
487,498
shares
|
$11.5 Million
0.53% of portfolio
|
Q4 2024
Added 200.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
486,827
shares
|
$11.4 Million
0.07% of portfolio
|
Q4 2024
Added 213.26%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
472,837
shares
|
$11.1 Million
3.28% of portfolio
|
Q4 2024
Added 198.27%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
470,392
shares
|
$11.1 Million
11.71% of portfolio
|
Q3 2023
Added 0.9%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
467,888
shares
|
$11 Million
0.16% of portfolio
|
Q4 2024
Added 215.53%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
467,835
shares
|
$11 Million
1.75% of portfolio
|
Q4 2024
Added 230.54%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
467,303
shares
|
$11 Million
4.01% of portfolio
|
Q4 2024
Added 197.04%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
465,220
shares
|
$10.9 Million
1.19% of portfolio
|
Q4 2024
Added 215.33%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
456,524
shares
|
$10.7 Million
0.35% of portfolio
|
Q4 2024
Added 79.04%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
445,202
shares
|
$10.5 Million
15.03% of portfolio
|
Q2 2023
New holding
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
444,603
shares
|
$10.5 Million
1.23% of portfolio
|
Q4 2024
Added 177.91%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
444,303
shares
|
$10.4 Million
5.94% of portfolio
|
Q4 2024
Added 194.27%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
443,530
shares
|
$10.4 Million
2.04% of portfolio
|
Q4 2024
Added 204.07%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
438,743
shares
|
$10.3 Million
1.57% of portfolio
|
Q4 2024
Added 189.75%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
438,696
shares
|
$10.3 Million
0.01% of portfolio
|
Q4 2024
Added 195.8%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
436,456
shares
|
$10.3 Million
2.12% of portfolio
|
Q4 2024
Added 181.62%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
433,814
shares
|
$10.2 Million
3.44% of portfolio
|
Q4 2024
Added 196.76%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
430,560
shares
|
$10.1 Million
5.38% of portfolio
|
Q4 2024
Added 197.32%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
424,130
shares
|
$9.97 Million
0.33% of portfolio
|
Q4 2024
Added 200.14%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
422,183
shares
|
$9.93 Million
7.0% of portfolio
|
Q4 2024
Added 0.07%
|