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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
123,894
shares
|
$2.91 Million
0.05% of portfolio
|
Q4 2024
Added 183.72%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
123,455
shares
|
$2.9 Million
0.27% of portfolio
|
Q4 2024
Added 188.14%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
122,208
shares
|
$2.87 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Flower City Capital
|
Jan 16, 2025 Q4 2024 |
122,012
shares
|
$2.87 Million
1.73% of portfolio
|
Q4 2024
Added 177.22%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
121,024
shares
|
$2.85 Million
0.11% of portfolio
|
Q4 2024
Added 215.08%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
119,681
shares
|
$2.81 Million
0.84% of portfolio
|
Q4 2024
Added 197.61%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
119,652
shares
|
$2.81 Million
3.68% of portfolio
|
Q4 2024
Added 198.52%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
119,257
shares
|
$2.8 Million
3.27% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
118,438
shares
|
$2.78 Million
0.4% of portfolio
|
Q4 2024
Added 194.92%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
117,263
shares
|
$2.76 Million
0.79% of portfolio
|
Q4 2024
Added 198.11%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
117,122
shares
|
$2.75 Million
0.01% of portfolio
|
Q4 2024
Added 197.4%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
116,851
shares
|
$2.75 Million
1.88% of portfolio
|
Q4 2023
Reduced 1.94%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
116,768
shares
|
$2.75 Million
0.06% of portfolio
|
Q4 2024
Added 250.78%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
116,274
shares
|
$2.73 Million
0.11% of portfolio
|
Q4 2024
Added 200.37%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
116,195
shares
|
$2.73 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
116,027
shares
|
$2.73 Million
0.01% of portfolio
|
Q4 2024
Added 352.61%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
115,752
shares
|
$2.72 Million
0.04% of portfolio
|
Q4 2024
Added 369.6%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
115,501
shares
|
$2.72 Million
0.75% of portfolio
|
Q4 2024
Added 208.16%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
115,060
shares
|
$2.71 Million
0.1% of portfolio
|
Q4 2024
Added 153.53%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
114,495
shares
|
$2.69 Million
1.48% of portfolio
|
Q4 2024
Added 220.76%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
114,291
shares
|
$2.69 Million
0.11% of portfolio
|
Q4 2024
Added 201.06%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
113,456
shares
|
$2.67 Million
0.34% of portfolio
|
Q4 2024
Added 196.8%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
112,514
shares
|
$2.65 Million
0.22% of portfolio
|
Q4 2024
Added 272.65%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
112,458
shares
|
$2.64 Million
0.62% of portfolio
|
Q4 2024
Added 197.03%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
111,971
shares
|
$2.63 Million
0.69% of portfolio
|
Q4 2024
Added 179.19%
|