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 |
|---|---|---|---|---|---|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
75,242
shares
|
$1.77 Million
0.95% of portfolio
|
Q4 2024
Added 211.95%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
74,766
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
74,037
shares
|
$1.74 Million
0.8% of portfolio
|
Q4 2024
Added 205.71%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
73,582
shares
|
$1.73 Million
0.73% of portfolio
|
Q4 2024
Added 195.76%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
73,512
shares
|
$1.73 Million
0.17% of portfolio
|
Q4 2024
Added 215.79%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
73,338
shares
|
$1.72 Million
0.02% of portfolio
|
Q4 2024
Added 297.8%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
72,368
shares
|
$1.7 Million
0.21% of portfolio
|
Q4 2024
Added 246.04%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
71,764
shares
|
$1.69 Million
0.1% of portfolio
|
Q4 2024
Added 153.71%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
71,536
shares
|
$1.68 Million
0.18% of portfolio
|
Q4 2024
Added 173.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
70,744
shares
|
$1.66 Million
0.11% of portfolio
|
Q4 2024
Added 169.14%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
70,624
shares
|
$1.66 Million
1.63% of portfolio
|
Q4 2024
Added 155.79%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
70,577
shares
|
$1.66 Million
0.18% of portfolio
|
Q4 2024
Added 164.37%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
70,120
shares
|
$1.65 Million
0.69% of portfolio
|
Q4 2024
Added 196.44%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
69,766
shares
|
$1.64 Million
0.6% of portfolio
|
Q4 2024
Added 218.76%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
69,576
shares
|
$1.64 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
69,573
shares
|
$1.64 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
69,532
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2024
Added 198.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
68,928
shares
|
$1.62 Million
0.07% of portfolio
|
Q4 2024
Added 222.42%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
68,898
shares
|
$1.62 Million
0.34% of portfolio
|
Q4 2024
Added 240.66%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
68,873
shares
|
$1.62 Million
2.32% of portfolio
|
Q4 2024
Added 205.95%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
68,408
shares
|
$1.61 Million
1.33% of portfolio
|
Q4 2024
Added 203.19%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
68,137
shares
|
$1.6 Million
0.6% of portfolio
|
Q4 2024
Added 197.41%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
68,040
shares
|
$1.6 Million
0.1% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
67,975
shares
|
$1.6 Million
0.06% of portfolio
|
Q4 2024
Added 186.57%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
67,722
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
Added 200.0%
|