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 |
|---|---|---|---|---|---|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
22,302
shares
|
$524,320
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
22,286
shares
|
$523,943
0.02% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
22,257
shares
|
$523,262
0.03% of portfolio
|
Q4 2024
Added 240.89%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
22,127
shares
|
$520,205
0.12% of portfolio
|
Q4 2024
Added 176.35%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
22,087
shares
|
$519,265
0.03% of portfolio
|
Q4 2024
Added 181.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
21,908
shares
|
$515,057
0.02% of portfolio
|
Q4 2024
Added 191.25%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
21,870
shares
|
$514,163
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
21,792
shares
|
$512,329
0.06% of portfolio
|
Q4 2024
Added 203.09%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
21,612
shares
|
$508,098
0.29% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,491
shares
|
$505,253
0.1% of portfolio
|
Q4 2022
Reduced 2.75%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
21,362
shares
|
$502,220
0.06% of portfolio
|
Q4 2024
Added 197.94%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
21,240
shares
|
$499,352
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
21,204
shares
|
$498,506
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
21,126
shares
|
$496,672
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
20,957
shares
|
$492,699
0.13% of portfolio
|
Q4 2024
Added 198.66%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
20,955
shares
|
$492,652
0.07% of portfolio
|
Q4 2024
Added 292.78%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
20,952
shares
|
$492,581
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
20,896
shares
|
$491,264
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
20,839
shares
|
$489,924
0.07% of portfolio
|
Q4 2024
Added 191.82%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
20,809
shares
|
$489,219
0.13% of portfolio
|
Q4 2024
Added 197.14%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
20,772
shares
|
$488,349
0.26% of portfolio
|
Q4 2024
Added 201.04%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
20,720
shares
|
$487,127
0.07% of portfolio
|
Q4 2024
Added 194.95%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
20,640
shares
|
$485,246
0.34% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,614
shares
|
$484,635
0.6% of portfolio
|
Q2 2022
Added 2.58%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
20,604
shares
|
$484,400
0.07% of portfolio
|
Q4 2024
Added 200.7%
|