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 |
|---|---|---|---|---|---|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
180,221
shares
|
$4.24 Million
2.03% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
179,963
shares
|
$4.23 Million
0.1% of portfolio
|
Q4 2024
Added 204.98%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
179,554
shares
|
$4.22 Million
0.16% of portfolio
|
Q4 2024
Added 175.91%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
175,964
shares
|
$4.14 Million
0.43% of portfolio
|
Q4 2024
Added 200.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
175,883
shares
|
$4.14 Million
0.1% of portfolio
|
Q4 2024
Added 155.09%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
175,507
shares
|
$4.13 Million
0.04% of portfolio
|
Q4 2024
Added 180.32%
|
|
|
Asset Planning Services Inc
|
Jan 17, 2025 Q4 2024 |
175,135
shares
|
$4.12 Million
1.98% of portfolio
|
Q4 2024
Added 203.77%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
174,554
shares
|
$4.1 Million
0.58% of portfolio
|
Q4 2024
Added 202.96%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
173,598
shares
|
$4.08 Million
0.9% of portfolio
|
Q4 2024
Added 180.07%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
173,078
shares
|
$4.07 Million
0.26% of portfolio
|
Q4 2024
Added 192.07%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
172,600
shares
|
$4.06 Million
1.86% of portfolio
|
Q4 2022
Added 1.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
172,242
shares
|
$4.05 Million
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
170,941
shares
|
$4.02 Million
0.07% of portfolio
|
Q4 2024
Added 195.09%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
170,535
shares
|
$4.01 Million
0.58% of portfolio
|
Q4 2024
Added 191.79%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
169,634
shares
|
$3.99 Million
3.61% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
169,285
shares
|
$3.98 Million
0.19% of portfolio
|
Q4 2024
Added 187.88%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
168,183
shares
|
$3.95 Million
0.16% of portfolio
|
Q4 2024
Added 199.84%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
166,443
shares
|
$3.91 Million
3.59% of portfolio
|
Q4 2024
Added 197.07%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
166,135
shares
|
$3.91 Million
1.91% of portfolio
|
Q4 2024
Added 226.75%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
165,881
shares
|
$3.9 Million
0.16% of portfolio
|
Q4 2024
Added 207.18%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
165,670
shares
|
$3.89 Million
0.05% of portfolio
|
Q4 2024
Added 194.13%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
164,172
shares
|
$3.86 Million
0.11% of portfolio
|
Q4 2024
Added 211.2%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
163,876
shares
|
$3.85 Million
1.66% of portfolio
|
Q4 2024
Added 195.39%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
163,157
shares
|
$3.84 Million
2.67% of portfolio
|
Q2 2023
Reduced 0.77%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
162,992
shares
|
$3.83 Million
3.21% of portfolio
|
Q4 2024
Added 198.38%
|