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 |
|---|---|---|---|---|---|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
81,951
shares
|
$1.93 Million
0.35% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
81,655
shares
|
$1.92 Million
1.27% of portfolio
|
Q4 2024
Added 217.66%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
81,375
shares
|
$1.91 Million
0.15% of portfolio
|
Q4 2024
Added 200.01%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
80,421
shares
|
$1.89 Million
0.34% of portfolio
|
Q4 2024
Added 195.72%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
79,395
shares
|
$1.87 Million
1.42% of portfolio
|
Q4 2024
Added 200.19%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
79,268
shares
|
$1.86 Million
0.27% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
78,657
shares
|
$1.85 Million
0.42% of portfolio
|
Q4 2024
Added 1625.31%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
78,642
shares
|
$1.85 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
78,599
shares
|
$1.85 Million
0.12% of portfolio
|
Q4 2024
Added 200.88%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
78,527
shares
|
$1.85 Million
0.7% of portfolio
|
Q4 2024
Reduced 50.91%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
78,480
shares
|
$1.85 Million
0.16% of portfolio
|
Q4 2024
Added 198.74%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
78,409
shares
|
$1.84 Million
0.57% of portfolio
|
Q4 2024
Added 192.68%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
78,026
shares
|
$1.83 Million
0.92% of portfolio
|
Q4 2024
Added 173.8%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
77,971
shares
|
$1.83 Million
0.38% of portfolio
|
Q4 2024
Added 187.75%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
77,894
shares
|
$1.83 Million
0.04% of portfolio
|
Q4 2024
Added 207.01%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
77,614
shares
|
$1.82 Million
0.76% of portfolio
|
Q4 2024
Added 96.99%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
77,023
shares
|
$1.81 Million
0.37% of portfolio
|
Q4 2024
Added 184.82%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
76,749
shares
|
$1.8 Million
0.25% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
76,718
shares
|
$1.8 Million
0.16% of portfolio
|
Q4 2024
Added 198.36%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
76,653
shares
|
$1.8 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
75,845
shares
|
$1.78 Million
0.28% of portfolio
|
Q4 2022
Reduced 7.41%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
75,741
shares
|
$1.78 Million
0.66% of portfolio
|
Q4 2024
Added 204.12%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
75,667
shares
|
$1.78 Million
0.26% of portfolio
|
Q4 2024
Added 184.98%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
75,657
shares
|
$1.78 Million
0.06% of portfolio
|
Q4 2024
Added 180.88%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
75,548
shares
|
$1.78 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.65%
|