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 |
|---|---|---|---|---|---|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
239,152
shares
|
$5.62 Million
1.52% of portfolio
|
Q4 2024
Added 177.08%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
236,891
shares
|
$5.57 Million
2.34% of portfolio
|
Q4 2024
New holding
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
236,402
shares
|
$5.56 Million
2.11% of portfolio
|
Q4 2024
Added 196.78%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
235,308
shares
|
$5.53 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
233,659
shares
|
$5.49 Million
0.34% of portfolio
|
Q4 2024
Added 263.59%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
232,045
shares
|
$5.46 Million
0.05% of portfolio
|
Q4 2024
Added 1574.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
228,348
shares
|
$5.37 Million
0.08% of portfolio
|
Q4 2024
Added 373.8%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
228,330
shares
|
$5.37 Million
3.11% of portfolio
|
Q4 2024
Added 203.99%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
228,160
shares
|
$5.36 Million
1.87% of portfolio
|
Q4 2024
Added 1251.18%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
227,547
shares
|
$5.35 Million
1.01% of portfolio
|
Q4 2024
Added 210.88%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Feb 13, 2025 Q4 2024 |
226,012
shares
|
$5.31 Million
3.96% of portfolio
|
Q4 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
225,899
shares
|
$5.31 Million
2.47% of portfolio
|
Q4 2024
Added 164.67%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
224,020
shares
|
$5.27 Million
0.03% of portfolio
|
Q4 2024
Added 199.96%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
222,543
shares
|
$5.23 Million
0.99% of portfolio
|
Q4 2024
Added 105.48%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
221,839
shares
|
$5.22 Million
1.19% of portfolio
|
Q4 2024
Added 293.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
221,790
shares
|
$5.21 Million
0.0% of portfolio
|
Q4 2024
Added 1659.96%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
221,390
shares
|
$5.2 Million
0.13% of portfolio
|
Q4 2024
Added 198.6%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
218,649
shares
|
$5.14 Million
4.43% of portfolio
|
Q4 2024
Added 193.91%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
216,827
shares
|
$5.1 Million
2.81% of portfolio
|
Q4 2024
Added 168.88%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
216,521
shares
|
$5.09 Million
0.1% of portfolio
|
Q4 2024
Added 248.58%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
215,905
shares
|
$5.08 Million
10.94% of portfolio
|
Q4 2024
Added 326.61%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
215,226
shares
|
$5.06 Million
0.93% of portfolio
|
Q4 2024
Added 176.24%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
211,330
shares
|
$4.97 Million
0.15% of portfolio
|
Q4 2024
Added 198.53%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
210,878
shares
|
$4.96 Million
3.76% of portfolio
|
Q4 2024
Added 205.59%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
209,436
shares
|
$4.92 Million
0.29% of portfolio
|
Q4 2024
Added 203.63%
|