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 1,470 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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
2,231,881
shares
|
$52.5 Million
1.45% of portfolio
|
Q4 2024
Added 250.94%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,221,701
shares
|
$52.2 Million
1.22% of portfolio
|
Q4 2024
Added 199.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,203,974
shares
|
$51.8 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,194,966
shares
|
$51.6 Million
0.0% of portfolio
|
Q4 2024
Added 218.83%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
2,164,019
shares
|
$50.9 Million
28.36% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,110,459
shares
|
$49.6 Million
0.42% of portfolio
|
Q4 2024
Added 190.15%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
2,108,461
shares
|
$49.6 Million
8.15% of portfolio
|
Q4 2024
Added 200.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,059,604
shares
|
$48.4 Million
1.46% of portfolio
|
Q4 2024
Added 195.5%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
2,003,808
shares
|
$47.1 Million
7.75% of portfolio
|
Q4 2024
Added 297.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,939,693
shares
|
$45.6 Million
0.54% of portfolio
|
Q4 2024
Added 141.61%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
1,921,306
shares
|
$45.2 Million
3.29% of portfolio
|
Q4 2024
Added 198.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,902,421
shares
|
$44.7 Million
0.01% of portfolio
|
Q4 2024
Added 198.96%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
1,842,819
shares
|
$43.3 Million
5.15% of portfolio
|
Q4 2024
Added 193.22%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,827,314
shares
|
$43 Million
10.14% of portfolio
|
Q4 2024
Added 198.1%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
1,810,509
shares
|
$42.6 Million
14.4% of portfolio
|
Q4 2024
Added 197.36%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
1,773,631
shares
|
$41.7 Million
7.02% of portfolio
|
Q4 2024
Added 204.57%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,747,482
shares
|
$41.1 Million
0.06% of portfolio
|
Q4 2024
Added 202.47%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
1,738,584
shares
|
$40.9 Million
14.78% of portfolio
|
Q4 2024
Added 196.35%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
1,736,556
shares
|
$40.8 Million
25.6% of portfolio
|
Q4 2024
Added 216.32%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
1,724,214
shares
|
$40.5 Million
5.8% of portfolio
|
Q4 2024
Added 174.56%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,720,641
shares
|
$40.5 Million
7.16% of portfolio
|
Q4 2024
Added 199.2%
|
|
|
Ashford Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,709,048
shares
|
$40.2 Million
9.16% of portfolio
|
Q4 2024
Added 199.07%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,610,128
shares
|
$37.9 Million
0.46% of portfolio
|
Q4 2024
Added 188.53%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
1,578,420
shares
|
$37.1 Million
17.63% of portfolio
|
Q4 2024
Added 201.04%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,565,109
shares
|
$36.8 Million
0.67% of portfolio
|
Q4 2024
New holding
|