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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
35,506
shares
|
$834,746
0.02% of portfolio
|
Q4 2024
Added 252.98%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
35,475
shares
|
$834,017
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
35,468
shares
|
$833,852
0.21% of portfolio
|
Q4 2024
Added 200.47%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
35,289
shares
|
$829,644
0.15% of portfolio
|
Q4 2024
Added 191.33%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
35,226
shares
|
$828,163
0.01% of portfolio
|
Q4 2024
Added 574.31%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
35,103
shares
|
$825,271
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
34,854
shares
|
$819,417
0.23% of portfolio
|
Q4 2024
Added 200.41%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
34,811
shares
|
$818,406
0.21% of portfolio
|
Q4 2024
Added 197.15%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
34,707
shares
|
$815,961
0.03% of portfolio
|
Q4 2024
Added 201.2%
|
|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
34,582
shares
|
$813,022
0.15% of portfolio
|
Q4 2024
Added 194.47%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
34,224
shares
|
$804,606
0.07% of portfolio
|
Q4 2024
Added 200.37%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
34,128
shares
|
$802,349
0.4% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
34,053
shares
|
$800,586
0.11% of portfolio
|
Q2 2022
Added 19.62%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
33,851
shares
|
$795,837
0.14% of portfolio
|
Q4 2024
Added 199.96%
|
|
|
Vanguard Capital Wealth Advisors
|
Feb 14, 2025 Q4 2024 |
33,566
shares
|
$789,136
0.86% of portfolio
|
Q4 2024
Added 219.37%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
33,357
shares
|
$784,223
0.69% of portfolio
|
Q4 2023
Reduced 2.14%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
33,261
shares
|
$781,966
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
33,065
shares
|
$777,358
0.1% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
32,652
shares
|
$767,648
0.17% of portfolio
|
Q4 2024
Added 266.09%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
32,567
shares
|
$765,650
0.03% of portfolio
|
Q4 2024
Added 199.25%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
32,431
shares
|
$762,452
0.66% of portfolio
|
Q4 2024
Added 165.94%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
32,429
shares
|
$762,405
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
32,349
shares
|
$760,524
0.29% of portfolio
|
Q4 2024
Added 202.75%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
32,215
shares
|
$757,374
0.06% of portfolio
|
Q4 2024
Added 210.96%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
32,214
shares
|
$757,351
0.08% of portfolio
|
Q4 2024
Added 0.46%
|