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 |
|---|---|---|---|---|---|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
42,747
shares
|
$1 Million
0.6% of portfolio
|
Q4 2024
Added 198.62%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
41,928
shares
|
$985,727
0.23% of portfolio
|
Q4 2024
Added 207.1%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
41,852
shares
|
$983,940
0.06% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
41,748
shares
|
$981,495
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
41,650
shares
|
$979,191
0.35% of portfolio
|
Q1 2023
Reduced 0.66%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
41,637
shares
|
$978,885
0.56% of portfolio
|
Q4 2024
Added 199.16%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
41,463
shares
|
$974,795
0.01% of portfolio
|
Q4 2024
Added 244.35%
|
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
41,406
shares
|
$973,455
0.94% of portfolio
|
Q4 2024
Added 200.04%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
41,363
shares
|
$972,444
0.31% of portfolio
|
Q4 2024
Added 207.21%
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
41,223
shares
|
$969,152
0.41% of portfolio
|
Q4 2024
Added 198.09%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
40,931
shares
|
$962,287
0.31% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
40,921
shares
|
$962,052
0.22% of portfolio
|
Q4 2024
Added 151.84%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
40,747
shares
|
$957,961
0.04% of portfolio
|
Q4 2024
Added 816.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
40,631
shares
|
$955,234
0.06% of portfolio
|
Q4 2023
Reduced 2.5%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
40,575
shares
|
$953,918
0.03% of portfolio
|
Q4 2024
Added 38.5%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
40,394
shares
|
$949,662
0.06% of portfolio
|
Q4 2024
Added 187.3%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
40,362
shares
|
$948,910
0.22% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
40,360
shares
|
$948,863
0.08% of portfolio
|
Q4 2024
Added 283.61%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
40,259
shares
|
$946,489
0.18% of portfolio
|
Q4 2024
Added 209.64%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
40,096
shares
|
$942,656
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
39,751
shares
|
$934,546
0.12% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
39,616
shares
|
$931,372
0.02% of portfolio
|
Q4 2024
Added 200.21%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
39,315
shares
|
$924,295
0.24% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
39,040
shares
|
$917,830
0.77% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
38,953
shares
|
$915,785
0.12% of portfolio
|
Q2 2022
Reduced 0.7%
|