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 |
|---|---|---|---|---|---|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
89,793
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Added 206.2%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
88,735
shares
|
$2.09 Million
0.11% of portfolio
|
Q4 2024
Added 220.74%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
88,090
shares
|
$2.07 Million
0.28% of portfolio
|
Q4 2024
Added 200.88%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
88,029
shares
|
$2.07 Million
0.53% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
88,001
shares
|
$2.07 Million
1.37% of portfolio
|
Q4 2024
Added 189.32%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
87,828
shares
|
$2.06 Million
1.74% of portfolio
|
Q4 2024
Added 199.25%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
86,916
shares
|
$2.04 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
86,751
shares
|
$2.04 Million
0.12% of portfolio
|
Q4 2024
Added 194.5%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
86,689
shares
|
$2.04 Million
0.37% of portfolio
|
Q4 2024
Added 180.37%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
86,557
shares
|
$2.03 Million
0.41% of portfolio
|
Q4 2024
Added 200.98%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
86,372
shares
|
$2.03 Million
0.35% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
86,340
shares
|
$2.03 Million
0.68% of portfolio
|
Q4 2024
Added 193.78%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
86,144
shares
|
$2.03 Million
0.05% of portfolio
|
Q4 2024
Added 199.18%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
85,985
shares
|
$2.02 Million
0.17% of portfolio
|
Q4 2024
Added 188.56%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
85,841
shares
|
$2.02 Million
0.11% of portfolio
|
Q4 2024
Added 213.67%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
85,608
shares
|
$2.01 Million
1.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
85,339
shares
|
$2.01 Million
0.29% of portfolio
|
Q4 2024
Added 193.45%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
85,192
shares
|
$2 Million
0.74% of portfolio
|
Q4 2024
Added 295.76%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
85,032
shares
|
$2 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
84,477
shares
|
$1.99 Million
0.11% of portfolio
|
Q4 2024
Added 3059.2%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
84,018
shares
|
$1.98 Million
0.07% of portfolio
|
Q4 2024
Added 182.53%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
83,696
shares
|
$1.97 Million
0.54% of portfolio
|
Q4 2024
Added 215.39%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
83,539
shares
|
$1.96 Million
0.37% of portfolio
|
Q4 2024
Added 194.01%
|
|
|
Outfitter Financial LLC
|
Feb 03, 2025 Q4 2024 |
83,520
shares
|
$1.96 Million
1.56% of portfolio
|
Q4 2024
Added 198.66%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
82,127
shares
|
$1.93 Million
0.38% of portfolio
|
Q4 2024
Added 1015.86%
|