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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
208,543
shares
|
$4.9 Million
0.08% of portfolio
|
Q4 2024
Added 222.73%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
205,343
shares
|
$4.83 Million
1.0% of portfolio
|
Q4 2024
Added 221.43%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
205,258
shares
|
$4.83 Million
0.11% of portfolio
|
Q4 2024
Added 200.48%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
204,578
shares
|
$4.81 Million
1.44% of portfolio
|
Q4 2024
Added 191.96%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
202,115
shares
|
$4.75 Million
2.5% of portfolio
|
Q4 2024
Added 169.04%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
200,135
shares
|
$4.71 Million
0.97% of portfolio
|
Q4 2024
Added 189.79%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
199,080
shares
|
$4.68 Million
2.39% of portfolio
|
Q4 2024
Added 205.37%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
197,918
shares
|
$4.65 Million
0.05% of portfolio
|
Q4 2024
Added 96.41%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
197,889
shares
|
$4.65 Million
3.07% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
197,341
shares
|
$4.64 Million
0.79% of portfolio
|
Q4 2024
Added 166.82%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
196,797
shares
|
$4.63 Million
1.47% of portfolio
|
Q4 2024
Added 371.55%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
196,545
shares
|
$4.62 Million
1.78% of portfolio
|
Q4 2024
Added 191.0%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
196,410
shares
|
$4.62 Million
2.83% of portfolio
|
Q4 2024
Added 191.22%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
195,534
shares
|
$4.6 Million
0.07% of portfolio
|
Q4 2024
Added 201.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
193,263
shares
|
$4.54 Million
0.0% of portfolio
|
Q4 2024
Added 202.04%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
192,239
shares
|
$4.52 Million
0.22% of portfolio
|
Q4 2024
Added 202.3%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
191,007
shares
|
$4.49 Million
0.49% of portfolio
|
Q4 2024
Added 197.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
187,948
shares
|
$4.42 Million
0.01% of portfolio
|
Q4 2024
Added 167.75%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
185,946
shares
|
$4.37 Million
0.67% of portfolio
|
Q4 2024
Added 200.97%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
185,049
shares
|
$4.35 Million
1.73% of portfolio
|
Q4 2024
Added 201.27%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
183,048
shares
|
$4.3 Million
1.5% of portfolio
|
Q4 2024
Added 186.66%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
182,759
shares
|
$4.3 Million
0.18% of portfolio
|
Q4 2024
Added 200.24%
|
|
|
Gpm Growth Investors, Inc.
|
Feb 06, 2025 Q4 2024 |
182,730
shares
|
$4.3 Million
1.86% of portfolio
|
Q4 2024
Added 210.42%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
182,217
shares
|
$4.28 Million
0.38% of portfolio
|
Q4 2024
Added 207.78%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
181,438
shares
|
$4.27 Million
0.76% of portfolio
|
Q4 2024
Added 205.74%
|