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 |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,423
shares
|
$409,614
0.01% of portfolio
|
Q4 2024
Added 197.27%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
17,355
shares
|
$408,016
0.03% of portfolio
|
Q4 2024
Added 123.33%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
17,346
shares
|
$407,804
0.06% of portfolio
|
Q4 2024
Added 194.85%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
17,293
shares
|
$406,558
0.11% of portfolio
|
Q4 2024
Added 286.87%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
17,290
shares
|
$406,487
0.12% of portfolio
|
Q4 2024
Added 199.81%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
17,214
shares
|
$404,701
0.06% of portfolio
|
Q3 2022
Added 3.97%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
17,191
shares
|
$404,160
0.01% of portfolio
|
Q2 2023
Added 8.85%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
17,130
shares
|
$402,726
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
17,047
shares
|
$400,774
0.03% of portfolio
|
Q4 2024
Added 199.96%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
17,021
shares
|
$400,163
0.19% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
16,890
shares
|
$397,083
0.07% of portfolio
|
Q4 2024
Added 200.21%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
16,800
shares
|
$394,968
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
16,785
shares
|
$394,615
0.06% of portfolio
|
Q4 2024
Added 166.39%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
16,766
shares
|
$394,168
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
16,759
shares
|
$394,004
0.0% of portfolio
|
Q4 2024
Added 201.48%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
16,738
shares
|
$393,510
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
16,734
shares
|
$393,416
0.03% of portfolio
|
Q4 2024
Added 120.82%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
16,712
shares
|
$392,899
0.06% of portfolio
|
Q4 2024
Added 185.38%
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
16,684
shares
|
$392,240
0.08% of portfolio
|
Q4 2024
Added 234.68%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
16,608
shares
|
$390,454
0.01% of portfolio
|
Q4 2024
Added 433.33%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,590
shares
|
$390,030
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
16,527
shares
|
$388,549
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
16,518
shares
|
$388,338
0.0% of portfolio
|
Q4 2024
Added 55.08%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
16,419
shares
|
$386,010
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
16,392
shares
|
$385,375
0.61% of portfolio
|
Q4 2024
Added 200.0%
|