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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
38,945
shares
|
$915,596
0.0% of portfolio
|
Q4 2024
Added 145.28%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
38,841
shares
|
$913,151
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
38,754
shares
|
$911,106
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
38,706
shares
|
$909,978
0.08% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
38,488
shares
|
$904,852
0.26% of portfolio
|
Q4 2024
Added 252.65%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
38,362
shares
|
$901,890
0.45% of portfolio
|
Q4 2022
Reduced 5.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
38,211
shares
|
$898,340
0.05% of portfolio
|
Q4 2024
Added 217.97%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
38,148
shares
|
$896,859
0.17% of portfolio
|
Q4 2024
Added 306.0%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
38,079
shares
|
$895,237
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
37,895
shares
|
$890,911
1.17% of portfolio
|
Q4 2023
Added 0.77%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
37,800
shares
|
$888,678
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
37,707
shares
|
$886,491
0.57% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
37,586
shares
|
$883,646
0.03% of portfolio
|
Q4 2024
Added 213.95%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
37,126
shares
|
$872,832
0.05% of portfolio
|
Q4 2024
Added 204.26%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
37,006
shares
|
$870,011
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
36,711
shares
|
$863,075
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
36,534
shares
|
$858,914
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
36,359
shares
|
$854,800
0.51% of portfolio
|
Q4 2024
Added 351.61%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
36,255
shares
|
$852,355
0.0% of portfolio
|
Q4 2024
Added 450.65%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
36,227
shares
|
$851,696
0.02% of portfolio
|
Q4 2024
Added 237.5%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
36,210
shares
|
$851,297
0.59% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
36,148
shares
|
$849,839
0.68% of portfolio
|
Q1 2023
Reduced 1.16%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
35,858
shares
|
$843,021
0.01% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
35,787
shares
|
$841,352
0.29% of portfolio
|
Q4 2024
Added 156.76%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
35,661
shares
|
$838,390
0.05% of portfolio
|
Q4 2024
Added 200.0%
|