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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
27,164
shares
|
$638,625
0.05% of portfolio
|
Q4 2024
Added 268.98%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
27,084
shares
|
$636,744
0.07% of portfolio
|
Q4 2024
Added 201.0%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
26,889
shares
|
$632,160
0.04% of portfolio
|
Q4 2024
Added 172.24%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
26,884
shares
|
$632,042
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
26,790
shares
|
$629,832
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
26,700
shares
|
$627,717
0.13% of portfolio
|
Q4 2024
Added 139.72%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
26,654
shares
|
$626,635
0.06% of portfolio
|
Q4 2024
Added 200.9%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
26,601
shares
|
$625,389
0.11% of portfolio
|
Q4 2024
Added 201.43%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
26,562
shares
|
$624,472
0.24% of portfolio
|
Q4 2024
Added 310.22%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
26,364
shares
|
$619,817
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
26,294
shares
|
$618,171
0.03% of portfolio
|
Q4 2024
Added 199.61%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
26,073
shares
|
$612,976
0.24% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
26,073
shares
|
$612,976
0.08% of portfolio
|
Q4 2024
Added 169.6%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
26,034
shares
|
$612,059
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
25,671
shares
|
$603,525
0.16% of portfolio
|
Q4 2024
Added 192.71%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
25,642
shares
|
$602,843
0.01% of portfolio
|
Q4 2024
Added 201.71%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
25,635
shares
|
$602,678
0.25% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
25,450
shares
|
$598,329
0.8% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
25,423
shares
|
$597,694
0.1% of portfolio
|
Q4 2024
Added 214.41%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
25,412
shares
|
$597,436
0.26% of portfolio
|
Q4 2024
Added 195.83%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
25,083
shares
|
$589,701
0.05% of portfolio
|
Q3 2023
Reduced 3.47%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
25,050
shares
|
$588,925
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
25,030
shares
|
$588,455
0.01% of portfolio
|
Q4 2024
Added 45.93%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
24,950
shares
|
$586,574
0.02% of portfolio
|
Q4 2024
Added 280.74%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
24,707
shares
|
$580,861
0.06% of portfolio
|
Q4 2024
New holding
|