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 |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
24,627
shares
|
$578,980
0.71% of portfolio
|
Q4 2024
Added 221.04%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
24,615
shares
|
$578,698
0.3% of portfolio
|
Q4 2024
Added 170.73%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
24,599
shares
|
$578,322
0.02% of portfolio
|
Q4 2024
Added 328.03%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
24,270
shares
|
$570,587
0.54% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
24,193
shares
|
$568,777
0.01% of portfolio
|
Q4 2024
Added 104.75%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
23,990
shares
|
$564,004
0.03% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
23,927
shares
|
$562,523
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
23,878
shares
|
$561,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
23,878
shares
|
$561,371
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
23,843
shares
|
$560,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
23,790
shares
|
$559,302
0.33% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
23,547
shares
|
$553,589
0.0% of portfolio
|
Q4 2024
Added 202.62%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
23,529
shares
|
$553,166
0.01% of portfolio
|
Q4 2024
Added 198.25%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
23,106
shares
|
$543,222
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
23,082
shares
|
$542,657
0.01% of portfolio
|
Q4 2024
Added 199.07%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
23,081
shares
|
$542,634
0.3% of portfolio
|
Q4 2024
Added 188.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
23,030
shares
|
$541,435
0.0% of portfolio
|
Q4 2024
Added 201.91%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
22,976
shares
|
$540,165
0.06% of portfolio
|
Q4 2024
Added 197.31%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
22,840
shares
|
$536,968
0.01% of portfolio
|
Q4 2024
Added 200.29%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
22,830
shares
|
$536,733
0.11% of portfolio
|
Q4 2024
Added 150.27%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
22,785
shares
|
$535,675
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
22,743
shares
|
$534,687
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
22,554
shares
|
$530,244
1.43% of portfolio
|
Q4 2024
Added 192.23%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
22,482
shares
|
$528,551
0.09% of portfolio
|
Q3 2024
Added 440.17%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
22,444
shares
|
$527,658
0.91% of portfolio
|
Q2 2024
Added 18.82%
|