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 |
|---|---|---|---|---|---|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
18,771
shares
|
$441,306
0.17% of portfolio
|
Q4 2024
Added 206.32%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,739
shares
|
$440,553
0.16% of portfolio
|
Q4 2024
Added 200.16%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,677
shares
|
$439,096
0.04% of portfolio
|
Q4 2024
Added 229.17%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
18,644
shares
|
$438,320
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
18,510
shares
|
$435,170
0.25% of portfolio
|
Q4 2024
Added 200.63%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
18,408
shares
|
$432,772
0.08% of portfolio
|
Q4 2024
Added 163.42%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
18,404
shares
|
$432,678
0.34% of portfolio
|
Q4 2024
Added 185.42%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
18,400
shares
|
$432,584
0.08% of portfolio
|
Q4 2024
Added 144.71%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
18,304
shares
|
$430,327
0.02% of portfolio
|
Q4 2024
Added 253.36%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
18,263
shares
|
$429,363
0.02% of portfolio
|
Q4 2024
Added 244.78%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
18,175
shares
|
$427,294
0.12% of portfolio
|
Q4 2024
Added 191.92%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
18,147
shares
|
$426,635
0.07% of portfolio
|
Q4 2024
Added 143.62%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
18,030
shares
|
$423,885
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
18,000
shares
|
$423,180
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
17,929
shares
|
$421,510
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
17,896
shares
|
$420,734
0.28% of portfolio
|
Q4 2024
Added 306.27%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
17,838
shares
|
$419,371
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
17,802
shares
|
$418,525
0.08% of portfolio
|
Q4 2024
Added 389.87%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
17,800
shares
|
$418,478
0.32% of portfolio
|
Q4 2024
Added 200.27%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
17,786
shares
|
$418,148
0.21% of portfolio
|
Q4 2024
Added 223.26%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
17,729
shares
|
$416,808
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
17,694
shares
|
$415,985
0.17% of portfolio
|
Q4 2024
Added 200.51%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
17,462
shares
|
$410,531
0.01% of portfolio
|
Q4 2024
Added 212.66%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
17,433
shares
|
$409,849
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
17,430
shares
|
$409,779
0.29% of portfolio
|
Q4 2024
Added 200.0%
|