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 |
|---|---|---|---|---|---|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
67,668
shares
|
$1.59 Million
0.32% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
67,439
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Added 195.41%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
67,069
shares
|
$1.58 Million
0.43% of portfolio
|
Q4 2024
Added 206.98%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
66,893
shares
|
$1.57 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
66,787
shares
|
$1.57 Million
1.32% of portfolio
|
Q1 2023
Added 1.97%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
66,597
shares
|
$1.57 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
66,505
shares
|
$1.56 Million
0.13% of portfolio
|
Q4 2024
Added 186.77%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
66,352
shares
|
$1.56 Million
0.1% of portfolio
|
Q4 2024
Added 202.01%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
66,199
shares
|
$1.56 Million
0.28% of portfolio
|
Q4 2024
Added 200.84%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
66,061
shares
|
$1.55 Million
1.08% of portfolio
|
Q4 2024
Added 196.37%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
66,021
shares
|
$1.55 Million
0.19% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
65,910
shares
|
$1.55 Million
0.12% of portfolio
|
Q4 2023
Added 12.65%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
65,637
shares
|
$1.54 Million
0.11% of portfolio
|
Q4 2024
Added 200.19%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
65,455
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2024
Added 139.31%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
64,558
shares
|
$1.52 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
64,436
shares
|
$1.51 Million
0.04% of portfolio
|
Q4 2024
Added 208.44%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
64,220
shares
|
$1.51 Million
0.1% of portfolio
|
Q4 2024
Added 196.93%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
64,069
shares
|
$1.51 Million
0.06% of portfolio
|
Q4 2024
Added 199.07%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
63,729
shares
|
$1.5 Million
0.02% of portfolio
|
Q4 2024
Added 219.7%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
63,563
shares
|
$1.49 Million
0.26% of portfolio
|
Q3 2022
Added 64.08%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
63,559
shares
|
$1.49 Million
0.36% of portfolio
|
Q4 2024
Added 198.99%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
63,470
shares
|
$1.49 Million
0.25% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Feb 12, 2025 Q4 2024 |
63,318
shares
|
$1.49 Million
1.02% of portfolio
|
Q4 2024
Added 200.01%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
62,740
shares
|
$1.48 Million
0.24% of portfolio
|
Q4 2024
Added 200.05%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
62,390
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
Added 111.63%
|