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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
162,250
shares
|
$3.81 Million
0.15% of portfolio
|
Q4 2024
Added 203.86%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
161,078
shares
|
$3.79 Million
3.31% of portfolio
|
Q4 2024
Added 192.09%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
160,720
shares
|
$3.78 Million
0.82% of portfolio
|
Q4 2024
Reduced 14.23%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
160,529
shares
|
$3.77 Million
0.04% of portfolio
|
Q4 2024
Added 213.19%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
160,437
shares
|
$3.77 Million
0.36% of portfolio
|
Q4 2024
Added 184.87%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
159,813
shares
|
$3.76 Million
0.1% of portfolio
|
Q4 2024
Added 218.38%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
158,935
shares
|
$3.74 Million
0.44% of portfolio
|
Q4 2024
Added 196.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
156,692
shares
|
$3.68 Million
0.17% of portfolio
|
Q4 2024
Added 913.47%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
156,110
shares
|
$3.67 Million
2.9% of portfolio
|
Q4 2024
New holding
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
153,707
shares
|
$3.61 Million
0.89% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
153,609
shares
|
$3.61 Million
4.91% of portfolio
|
Q4 2024
Added 192.66%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
150,851
shares
|
$3.55 Million
0.36% of portfolio
|
Q4 2024
Added 1507.88%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
150,493
shares
|
$3.54 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
148,716
shares
|
$3.5 Million
1.41% of portfolio
|
Q4 2024
Added 204.53%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
147,417
shares
|
$3.47 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
146,138
shares
|
$3.44 Million
2.06% of portfolio
|
Q4 2024
Added 172.99%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
145,902
shares
|
$3.43 Million
2.92% of portfolio
|
Q4 2024
New holding
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
145,325
shares
|
$3.42 Million
1.53% of portfolio
|
Q4 2024
Added 275.66%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
143,185
shares
|
$3.37 Million
4.22% of portfolio
|
Q4 2024
Added 182.43%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
142,791
shares
|
$3.36 Million
1.39% of portfolio
|
Q4 2024
Added 176.1%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
142,598
shares
|
$3.35 Million
0.29% of portfolio
|
Q4 2024
Added 179.59%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
142,220
shares
|
$3.34 Million
1.76% of portfolio
|
Q4 2024
Added 160.2%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
139,457
shares
|
$3.28 Million
0.06% of portfolio
|
Q4 2024
Added 250.98%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
139,390
shares
|
$3.28 Million
0.76% of portfolio
|
Q4 2024
Added 236.03%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
138,295
shares
|
$3.25 Million
0.53% of portfolio
|
Q4 2024
Added 196.86%
|