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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
55,449
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
55,428
shares
|
$1.3 Million
0.06% of portfolio
|
Q4 2024
Added 833.92%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
54,934
shares
|
$1.29 Million
0.14% of portfolio
|
Q4 2024
Added 212.34%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
54,856
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Added 207.54%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
54,333
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
53,972
shares
|
$1.27 Million
0.77% of portfolio
|
Q4 2024
Added 206.29%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
53,737
shares
|
$1.26 Million
0.79% of portfolio
|
Q4 2024
Added 184.55%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
53,215
shares
|
$1.25 Million
0.16% of portfolio
|
Q4 2024
Added 200.72%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
53,180
shares
|
$1.25 Million
0.14% of portfolio
|
Q4 2024
Added 337.01%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
52,868
shares
|
$1.24 Million
0.26% of portfolio
|
Q4 2024
Added 197.95%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
52,712
shares
|
$1.24 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
51,804
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Added 189.68%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
51,712
shares
|
$1.22 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
50,406
shares
|
$1.19 Million
0.4% of portfolio
|
Q4 2024
Added 329.87%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
50,126
shares
|
$1.18 Million
0.79% of portfolio
|
Q4 2024
Added 141.86%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
50,063
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
50,050
shares
|
$1.18 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
50,016
shares
|
$1.18 Million
0.07% of portfolio
|
Q4 2024
Added 221.85%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
50,003
shares
|
$1.18 Million
0.55% of portfolio
|
Q4 2024
Added 203.69%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
49,806
shares
|
$1.17 Million
0.79% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
49,656
shares
|
$1.17 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
49,635
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Added 323.51%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
49,482
shares
|
$1.16 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
49,480
shares
|
$1.16 Million
0.77% of portfolio
|
Q4 2024
Added 200.97%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
49,411
shares
|
$1.16 Million
0.39% of portfolio
|
Q4 2024
Added 184.23%
|