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 |
|---|---|---|---|---|---|
|
Raine Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
362,789
shares
|
$8.53 Million
50.26% of portfolio
|
Q4 2024
Added 201.78%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
361,226
shares
|
$8.49 Million
3.54% of portfolio
|
Q4 2024
Added 206.4%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
360,227
shares
|
$8.47 Million
2.25% of portfolio
|
Q4 2024
Added 198.85%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
358,554
shares
|
$8.43 Million
3.41% of portfolio
|
Q4 2024
Added 189.56%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
356,884
shares
|
$8.39 Million
0.11% of portfolio
|
Q4 2024
Added 206.92%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
354,461
shares
|
$8.33 Million
4.41% of portfolio
|
Q4 2024
Added 197.28%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
354,102
shares
|
$8.32 Million
0.24% of portfolio
|
Q4 2024
Added 140.16%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
349,498
shares
|
$8.22 Million
1.36% of portfolio
|
Q4 2024
Added 188.4%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
349,250
shares
|
$8.21 Million
1.15% of portfolio
|
Q4 2024
Added 195.42%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
348,297
shares
|
$8.19 Million
6.66% of portfolio
|
Q4 2024
Added 191.06%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
348,220
shares
|
$8.19 Million
3.9% of portfolio
|
Q4 2024
Added 197.79%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
346,111
shares
|
$8.14 Million
4.19% of portfolio
|
Q4 2024
Added 197.32%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
345,670
shares
|
$8.13 Million
7.92% of portfolio
|
Q4 2024
New holding
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
345,259
shares
|
$8.12 Million
5.46% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
343,156
shares
|
$8.07 Million
0.09% of portfolio
|
Q4 2024
Added 323.37%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
338,156
shares
|
$7.95 Million
2.77% of portfolio
|
Q4 2024
Added 168.73%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
337,483
shares
|
$7.93 Million
4.29% of portfolio
|
Q4 2024
Added 164.15%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
336,760
shares
|
$7.92 Million
2.81% of portfolio
|
Q4 2024
Added 198.49%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
332,563
shares
|
$7.82 Million
2.16% of portfolio
|
Q4 2024
Added 195.8%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
332,338
shares
|
$7.81 Million
1.02% of portfolio
|
Q4 2024
Added 147.52%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
328,913
shares
|
$7.73 Million
5.64% of portfolio
|
Q4 2024
Added 230.17%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
322,844
shares
|
$7.59 Million
5.28% of portfolio
|
Q4 2024
Added 96.41%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
315,159
shares
|
$7.41 Million
0.58% of portfolio
|
Q4 2024
Added 176.95%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
315,116
shares
|
$7.41 Million
2.51% of portfolio
|
Q4 2024
Added 200.11%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
313,763
shares
|
$7.38 Million
0.49% of portfolio
|
Q4 2024
Added 202.96%
|