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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
49,365
shares
|
$1.16 Million
0.12% of portfolio
|
Q4 2024
Added 194.42%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
48,718
shares
|
$1.15 Million
0.4% of portfolio
|
Q4 2024
Added 195.8%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
48,540
shares
|
$1.14 Million
0.25% of portfolio
|
Q2 2023
Reduced 0.95%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
48,409
shares
|
$1.14 Million
0.28% of portfolio
|
Q4 2024
Added 251.63%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
48,338
shares
|
$1.14 Million
0.69% of portfolio
|
Q4 2024
Added 181.13%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
48,231
shares
|
$1.13 Million
0.76% of portfolio
|
Q4 2024
Added 192.26%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
47,819
shares
|
$1.12 Million
0.08% of portfolio
|
Q4 2024
Added 105.27%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
47,456
shares
|
$1.12 Million
0.53% of portfolio
|
Q4 2024
Added 149.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
47,444
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Added 137.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,422
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2020
Reduced 25.44%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
47,394
shares
|
$1.11 Million
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
47,232
shares
|
$1.11 Million
0.16% of portfolio
|
Q4 2024
Added 301.63%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
47,230
shares
|
$1.11 Million
0.52% of portfolio
|
Q4 2024
Added 204.87%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
47,104
shares
|
$1.11 Million
0.36% of portfolio
|
Q4 2024
Added 194.73%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
46,719
shares
|
$1.1 Million
0.15% of portfolio
|
Q4 2024
Added 200.21%
|
|
|
Berkeley, Inc
Boise, ID |
Feb 28, 2025 Q4 2020 |
46,645
shares
|
$1.1 Million
3.43% of portfolio
|
Q4 2020
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
46,502
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 80.42%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
46,357
shares
|
$1.09 Million
0.13% of portfolio
|
Q4 2024
Added 202.0%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
46,161
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 185.6%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
46,101
shares
|
$1.08 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
45,982
shares
|
$1.08 Million
0.55% of portfolio
|
Q4 2024
Added 192.62%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
45,975
shares
|
$1.08 Million
0.8% of portfolio
|
Q4 2024
Added 163.3%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
45,854
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2023
Reduced 23.67%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
45,837
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Added 200.2%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
45,798
shares
|
$1.08 Million
0.88% of portfolio
|
Q4 2024
New holding
|