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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
30,666
shares
|
$720,957
0.01% of portfolio
|
Q4 2024
Added 594.59%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
30,548
shares
|
$718,183
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
30,366
shares
|
$713,904
0.09% of portfolio
|
Q4 2024
Added 344.6%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
30,343
shares
|
$713,363
0.38% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
30,285
shares
|
$712,000
0.05% of portfolio
|
Q4 2024
Added 202.97%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
30,222
shares
|
$710,519
0.1% of portfolio
|
Q4 2024
Added 207.29%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
30,111
shares
|
$707,909
0.1% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
30,001
shares
|
$705,323
0.12% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
29,926
shares
|
$703,560
0.08% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
29,904
shares
|
$703,043
0.07% of portfolio
|
Q4 2024
Added 200.06%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
29,757
shares
|
$699,587
0.26% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
29,506
shares
|
$693,686
0.1% of portfolio
|
Q4 2024
Added 110.35%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
29,213
shares
|
$686,797
0.47% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
29,211
shares
|
$686,750
0.08% of portfolio
|
Q4 2024
Added 188.16%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
29,210
shares
|
$686,727
0.03% of portfolio
|
Q4 2024
Added 218.23%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
29,170
shares
|
$685,786
0.12% of portfolio
|
Q4 2024
Added 158.67%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
28,581
shares
|
$671,939
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
28,485
shares
|
$669,682
0.26% of portfolio
|
Q4 2024
Added 159.88%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
28,441
shares
|
$668,647
0.05% of portfolio
|
Q4 2024
Added 179.05%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
28,386
shares
|
$667,354
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
28,299
shares
|
$665,309
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
27,843
shares
|
$654,588
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
27,643
shares
|
$649,886
0.0% of portfolio
|
Q4 2024
Added 3355.38%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
27,585
shares
|
$648,523
0.29% of portfolio
|
Q4 2024
Added 201.81%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
27,398
shares
|
$644,126
0.07% of portfolio
|
Q3 2023
Added 0.0%
|