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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
420,281
shares
|
$9.88 Million
0.5% of portfolio
|
Q3 2022
Added 7.99%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
415,673
shares
|
$9.77 Million
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
414,961
shares
|
$9.76 Million
1.23% of portfolio
|
Q4 2024
Added 211.9%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
410,753
shares
|
$9.66 Million
0.44% of portfolio
|
Q4 2024
Added 197.88%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
407,772
shares
|
$9.59 Million
2.52% of portfolio
|
Q4 2024
Added 203.94%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
405,095
shares
|
$9.52 Million
9.39% of portfolio
|
Q4 2024
Added 200.27%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
401,496
shares
|
$9.44 Million
0.74% of portfolio
|
Q4 2024
Added 30.95%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
399,336
shares
|
$9.39 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
398,416
shares
|
$9.37 Million
0.44% of portfolio
|
Q4 2024
Added 188.73%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
397,470
shares
|
$9.34 Million
2.86% of portfolio
|
Q4 2024
Added 194.91%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
397,137
shares
|
$9.34 Million
1.29% of portfolio
|
Q4 2024
Added 173.31%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
395,770
shares
|
$9.3 Million
1.13% of portfolio
|
Q4 2024
Added 277.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
393,932
shares
|
$9.26 Million
0.03% of portfolio
|
Q4 2024
Added 221.07%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
393,589
shares
|
$9.25 Million
2.78% of portfolio
|
Q4 2024
Added 208.29%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
385,605
shares
|
$9.07 Million
13.22% of portfolio
|
Q4 2024
Added 234.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
382,480
shares
|
$8.99 Million
0.04% of portfolio
|
Q4 2024
Added 499.09%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
381,374
shares
|
$8.97 Million
4.47% of portfolio
|
Q4 2024
Added 205.46%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
380,916
shares
|
$8.96 Million
0.16% of portfolio
|
Q4 2024
Added 225.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
374,783
shares
|
$8.81 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
369,931
shares
|
$8.7 Million
0.65% of portfolio
|
Q4 2024
Added 206.66%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
369,801
shares
|
$8.69 Million
0.28% of portfolio
|
Q4 2024
Added 198.07%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
368,539
shares
|
$8.66 Million
3.05% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
366,118
shares
|
$8.61 Million
0.28% of portfolio
|
Q3 2023
Reduced 2.73%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
363,756
shares
|
$8.55 Million
0.02% of portfolio
|
Q4 2024
Added 194.89%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
363,311
shares
|
$8.54 Million
0.68% of portfolio
|
Q4 2024
Added 280.53%
|