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 1,472 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 |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
111,676
shares
|
$2.63 Million
0.26% of portfolio
|
Q4 2024
Added 217.35%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
110,636
shares
|
$2.6 Million
1.34% of portfolio
|
Q4 2024
Added 190.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
110,511
shares
|
$2.6 Million
0.92% of portfolio
|
Q4 2024
Added 186.07%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
110,025
shares
|
$2.59 Million
0.29% of portfolio
|
Q4 2024
Added 200.99%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
109,901
shares
|
$2.58 Million
0.2% of portfolio
|
Q4 2024
Added 2333.05%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
109,837
shares
|
$2.58 Million
0.14% of portfolio
|
Q3 2022
Added 37.44%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
108,766
shares
|
$2.56 Million
0.91% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
107,629
shares
|
$2.53 Million
0.04% of portfolio
|
Q4 2024
Added 202.36%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
107,070
shares
|
$2.52 Million
0.22% of portfolio
|
Q4 2024
Added 190.33%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Feb 04, 2025 Q4 2024 |
106,236
shares
|
$2.5 Million
1.83% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
104,723
shares
|
$2.46 Million
0.89% of portfolio
|
Q4 2024
Added 195.93%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
104,677
shares
|
$2.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
104,657
shares
|
$2.46 Million
0.31% of portfolio
|
Q4 2024
Added 196.26%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
104,005
shares
|
$2.45 Million
0.04% of portfolio
|
Q4 2024
Added 1741.77%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
103,741
shares
|
$2.44 Million
2.12% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
103,662
shares
|
$2.44 Million
0.18% of portfolio
|
Q4 2024
Added 209.46%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Feb 27, 2025 Q4 2024 |
103,171
shares
|
$2.43 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
103,162
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Added 273.27%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
102,897
shares
|
$2.42 Million
1.99% of portfolio
|
Q3 2024
Added 450.34%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
101,758
shares
|
$2.39 Million
2.84% of portfolio
|
Q4 2024
Added 199.75%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
101,147
shares
|
$2.38 Million
1.34% of portfolio
|
Q4 2024
Added 200.01%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
101,056
shares
|
$2.38 Million
0.8% of portfolio
|
Q4 2024
Added 194.38%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
100,745
shares
|
$2.37 Million
0.04% of portfolio
|
Q4 2024
Added 202.44%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
99,369
shares
|
$2.34 Million
0.22% of portfolio
|
Q4 2024
Added 203.75%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
99,070
shares
|
$2.33 Million
1.5% of portfolio
|
Q4 2024
Added 239.25%
|