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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
45,745
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
45,549
shares
|
$1.07 Million
0.43% of portfolio
|
Q4 2024
Added 199.41%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
45,507
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 747.9%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
45,482
shares
|
$1.07 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
45,404
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Added 195.93%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
45,132
shares
|
$1.06 Million
0.27% of portfolio
|
Q4 2024
Added 200.32%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
45,069
shares
|
$1.06 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
44,805
shares
|
$1.05 Million
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
44,741
shares
|
$1.05 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
44,603
shares
|
$1.05 Million
0.32% of portfolio
|
Q4 2024
Added 992.94%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
44,577
shares
|
$1.05 Million
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
44,500
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindenwold Advisors
|
Feb 10, 2025 Q4 2024 |
44,266
shares
|
$1.04 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
44,174
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 209.69%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
44,071
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 88.25%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
43,976
shares
|
$1.03 Million
0.31% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
43,865
shares
|
$1.03 Million
0.21% of portfolio
|
Q4 2024
Added 198.83%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
43,863
shares
|
$1.03 Million
0.33% of portfolio
|
Q4 2024
Added 192.52%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
43,747
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2024
Added 209.91%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
43,672
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 215.62%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
43,661
shares
|
$1.03 Million
0.21% of portfolio
|
Q4 2024
Added 173.03%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
43,399
shares
|
$1.02 Million
0.37% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
43,335
shares
|
$1.02 Million
0.35% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Feb 03, 2025 Q4 2024 |
43,081
shares
|
$1.01 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
42,953
shares
|
$1.01 Million
0.14% of portfolio
|
Q4 2024
Added 196.51%
|