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 |
|---|---|---|---|---|---|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
20,592
shares
|
$484,117
0.05% of portfolio
|
Q4 2024
Added 200.09%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,570
shares
|
$483,600
0.04% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
20,445
shares
|
$480,661
0.03% of portfolio
|
Q4 2024
Added 171.26%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
20,408
shares
|
$479,792
0.0% of portfolio
|
Q2 2022
Reduced 23.71%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
20,374
shares
|
$478,992
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
20,121
shares
|
$473,044
0.09% of portfolio
|
Q4 2024
Added 185.04%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
20,013
shares
|
$470,505
0.09% of portfolio
|
Q4 2024
Added 178.93%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
20,010
shares
|
$470,435
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
19,808
shares
|
$465,686
0.07% of portfolio
|
Q4 2024
Added 187.99%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
19,782
shares
|
$465,074
0.02% of portfolio
|
Q4 2024
Added 179.17%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
19,745
shares
|
$464,204
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
19,741
shares
|
$464,110
0.04% of portfolio
|
Q4 2024
Added 172.03%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
19,710
shares
|
$463,382
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
19,596
shares
|
$460,701
0.16% of portfolio
|
Q2 2023
Added 26.07%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
19,594
shares
|
$460,654
0.2% of portfolio
|
Q4 2024
Added 196.61%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
19,576
shares
|
$460,231
0.07% of portfolio
|
Q4 2024
Added 204.12%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
19,416
shares
|
$456,470
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
19,393
shares
|
$455,929
0.12% of portfolio
|
Q4 2024
Added 348.39%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
19,313
shares
|
$454,048
0.09% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
19,201
shares
|
$451,415
0.19% of portfolio
|
Q4 2024
Added 187.01%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
19,080
shares
|
$448,570
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
18,990
shares
|
$446,454
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
18,929
shares
|
$445,020
0.05% of portfolio
|
Q4 2024
Added 157.05%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
18,918
shares
|
$444,762
0.07% of portfolio
|
Q4 2024
Added 104.28%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
18,793
shares
|
$441,823
0.09% of portfolio
|
Q4 2024
Added 136.06%
|