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 |
|---|---|---|---|---|---|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
310,599
shares
|
$7.3 Million
2.29% of portfolio
|
Q4 2024
Added 113.71%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
309,570
shares
|
$7.28 Million
0.15% of portfolio
|
Q4 2024
Added 196.03%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
309,258
shares
|
$7.27 Million
1.49% of portfolio
|
Q4 2024
Added 190.8%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
308,658
shares
|
$7.26 Million
1.35% of portfolio
|
Q4 2024
Added 864.74%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
307,035
shares
|
$7.22 Million
0.11% of portfolio
|
Q4 2024
Added 203.06%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
306,154
shares
|
$7.2 Million
3.44% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
305,493
shares
|
$7.18 Million
10.2% of portfolio
|
Q2 2023
Added 101731.0%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
303,145
shares
|
$7.13 Million
0.56% of portfolio
|
Q2 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
303,106
shares
|
$7.13 Million
1.84% of portfolio
|
Q4 2024
Added 195.54%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
296,158
shares
|
$6.96 Million
0.59% of portfolio
|
Q4 2024
Added 227.43%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
294,607
shares
|
$6.93 Million
2.11% of portfolio
|
Q4 2024
Added 167.88%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
294,425
shares
|
$6.92 Million
1.54% of portfolio
|
Q4 2024
Added 198.17%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
293,369
shares
|
$6.9 Million
0.04% of portfolio
|
Q4 2024
Added 30.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
293,211
shares
|
$6.89 Million
0.07% of portfolio
|
Q4 2024
Added 153.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
290,958
shares
|
$6.84 Million
0.06% of portfolio
|
Q4 2024
Added 209.65%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
290,121
shares
|
$6.82 Million
2.27% of portfolio
|
Q4 2024
Added 197.45%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
288,965
shares
|
$6.79 Million
0.83% of portfolio
|
Q4 2024
Added 198.98%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
287,160
shares
|
$6.75 Million
3.52% of portfolio
|
Q4 2024
Added 160.86%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
286,705
shares
|
$6.74 Million
0.1% of portfolio
|
Q4 2024
Added 200.74%
|
|
|
Elite Life Management LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
286,661
shares
|
$6.74 Million
19.68% of portfolio
|
Q4 2024
Added 269.18%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
285,947
shares
|
$6.72 Million
3.15% of portfolio
|
Q4 2024
Added 197.94%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
283,488
shares
|
$6.66 Million
2.16% of portfolio
|
Q4 2024
Added 192.97%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
281,715
shares
|
$6.62 Million
0.84% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Barden Capital Management, Inc.
|
Feb 06, 2025 Q4 2024 |
278,240
shares
|
$6.54 Million
5.53% of portfolio
|
Q4 2024
Added 212.43%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
277,840
shares
|
$6.53 Million
1.39% of portfolio
|
Q4 2024
Added 200.17%
|