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 |
|---|---|---|---|---|---|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
276,848
shares
|
$6.51 Million
2.99% of portfolio
|
Q4 2024
Added 197.52%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
275,193
shares
|
$6.47 Million
1.39% of portfolio
|
Q4 2024
Added 180.6%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
273,021
shares
|
$6.42 Million
2.04% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
272,353
shares
|
$6.4 Million
1.0% of portfolio
|
Q4 2024
Added 218.06%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
272,165
shares
|
$6.4 Million
1.73% of portfolio
|
Q4 2024
Added 187.12%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
269,602
shares
|
$6.34 Million
0.22% of portfolio
|
Q4 2024
Added 331.47%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
266,625
shares
|
$6.27 Million
0.17% of portfolio
|
Q4 2024
Added 179.28%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
258,691
shares
|
$6.08 Million
0.3% of portfolio
|
Q4 2024
Added 192.25%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
257,894
shares
|
$6.06 Million
0.49% of portfolio
|
Q4 2024
Added 200.05%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
257,214
shares
|
$6.05 Million
0.14% of portfolio
|
Q4 2024
Added 230.3%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
256,913
shares
|
$6.04 Million
1.99% of portfolio
|
Q4 2024
Added 82.01%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
256,488
shares
|
$6.03 Million
1.59% of portfolio
|
Q4 2024
Added 204.4%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
255,110
shares
|
$6 Million
1.93% of portfolio
|
Q4 2024
Added 194.22%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
254,914
shares
|
$5.99 Million
0.21% of portfolio
|
Q4 2024
Added 197.58%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
253,313
shares
|
$5.96 Million
0.24% of portfolio
|
Q4 2024
Added 195.99%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
250,329
shares
|
$5.89 Million
0.18% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
249,841
shares
|
$5.87 Million
0.43% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
248,034
shares
|
$5.83 Million
6.69% of portfolio
|
Q4 2024
Added 642.55%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
244,284
shares
|
$5.74 Million
0.19% of portfolio
|
Q4 2024
Added 120.11%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
243,563
shares
|
$5.73 Million
0.01% of portfolio
|
Q4 2024
Added 214.73%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
243,174
shares
|
$5.72 Million
0.14% of portfolio
|
Q4 2024
Added 181.35%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
242,063
shares
|
$5.69 Million
0.41% of portfolio
|
Q4 2024
Added 130.56%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
241,648
shares
|
$5.68 Million
2.12% of portfolio
|
Q4 2024
Added 193.25%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
240,399
shares
|
$5.65 Million
1.88% of portfolio
|
Q4 2024
Added 200.65%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
239,867
shares
|
$5.64 Million
0.63% of portfolio
|
Q4 2024
Added 203.52%
|