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 |
|---|---|---|---|---|---|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
62,028
shares
|
$1.46 Million
0.81% of portfolio
|
Q4 2024
Added 190.67%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
61,836
shares
|
$1.45 Million
0.92% of portfolio
|
Q3 2022
Reduced 7.04%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
61,250
shares
|
$1.44 Million
0.25% of portfolio
|
Q4 2024
Added 198.07%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
61,136
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
60,390
shares
|
$1.42 Million
0.97% of portfolio
|
Q4 2024
Added 85.94%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
59,515
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Added 167.8%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
59,215
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Added 159.1%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
58,968
shares
|
$1.39 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
58,584
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2024
Added 183.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,311
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
58,307
shares
|
$1.37 Million
0.24% of portfolio
|
Q4 2024
Added 192.09%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
57,931
shares
|
$1.36 Million
0.93% of portfolio
|
Q4 2024
Added 198.51%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
57,777
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2024
Added 199.58%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
57,710
shares
|
$1.36 Million
0.15% of portfolio
|
Q4 2024
Added 138.85%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
57,438
shares
|
$1.35 Million
0.84% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
57,426
shares
|
$1.35 Million
0.69% of portfolio
|
Q4 2024
Added 223.75%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
57,416
shares
|
$1.35 Million
1.02% of portfolio
|
Q1 2023
Added 0.19%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
57,077
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2024
Added 508.04%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
57,036
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
56,664
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2024
Added 122.42%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
56,589
shares
|
$1.33 Million
0.17% of portfolio
|
Q4 2024
Added 196.12%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
56,545
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2024
Added 194.97%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
56,401
shares
|
$1.33 Million
0.03% of portfolio
|
Q4 2024
Added 151.69%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
56,090
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
55,985
shares
|
$1.32 Million
0.71% of portfolio
|
Q4 2024
Added 191.03%
|