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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
32,187
shares
|
$756,716
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
32,178
shares
|
$756,504
0.06% of portfolio
|
Q4 2024
Added 190.18%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
32,170
shares
|
$756,316
0.21% of portfolio
|
Q4 2024
Added 200.15%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
32,124
shares
|
$755,235
0.25% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
32,095
shares
|
$754,553
0.1% of portfolio
|
Q4 2024
Added 191.83%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
32,049
shares
|
$753,471
0.01% of portfolio
|
Q4 2024
Added 202.04%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
32,020
shares
|
$752,790
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
31,785
shares
|
$747,265
0.06% of portfolio
|
Q4 2024
Added 364.22%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
31,782
shares
|
$747,194
0.29% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
31,753
shares
|
$746,513
0.27% of portfolio
|
Q4 2024
Added 179.39%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
31,685
shares
|
$744,914
0.07% of portfolio
|
Q4 2024
Added 187.31%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
31,650
shares
|
$744,091
0.25% of portfolio
|
Q4 2024
Added 198.02%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
31,524
shares
|
$741,129
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
31,518
shares
|
$740,988
0.04% of portfolio
|
Q4 2024
Added 491.89%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
31,392
shares
|
$738,025
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
31,374
shares
|
$737,602
0.22% of portfolio
|
Q1 2023
Reduced 76.49%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,365
shares
|
$737,391
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
31,310
shares
|
$736,098
0.06% of portfolio
|
Q4 2024
Added 203.66%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
31,261
shares
|
$734,946
0.01% of portfolio
|
Q2 2023
Added 11.91%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
31,257
shares
|
$734,852
0.1% of portfolio
|
Q4 2024
Added 328.35%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
31,224
shares
|
$734,076
0.03% of portfolio
|
Q4 2024
Added 166.92%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
31,178
shares
|
$732,994
0.2% of portfolio
|
Q4 2024
Added 200.08%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
31,023
shares
|
$729,350
1.12% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
30,819
shares
|
$724,554
0.25% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
30,815
shares
|
$724,460
0.04% of portfolio
|
Q4 2024
Added 200.11%
|