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 |
|---|---|---|---|---|---|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
16,340
shares
|
$384,153
0.03% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
16,194
shares
|
$380,720
0.24% of portfolio
|
Q4 2024
Added 201.0%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
16,142
shares
|
$379,498
0.12% of portfolio
|
Q4 2024
Added 184.59%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
16,053
shares
|
$377,406
0.03% of portfolio
|
Q4 2024
Added 318.59%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
15,972
shares
|
$375,501
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
15,943
shares
|
$374,819
0.02% of portfolio
|
Q4 2024
Added 201.61%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
15,922
shares
|
$374,326
0.12% of portfolio
|
Q4 2024
Added 185.34%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
15,878
shares
|
$373,291
0.02% of portfolio
|
Q4 2024
Added 206.35%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
15,873
shares
|
$373,174
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
15,852
shares
|
$372,680
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
15,804
shares
|
$371,552
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
15,759
shares
|
$370,494
0.19% of portfolio
|
Q4 2024
Added 200.8%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
15,747
shares
|
$370,211
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
15,720
shares
|
$369,577
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
15,698
shares
|
$369,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
15,653
shares
|
$368,002
0.04% of portfolio
|
Q4 2024
Added 200.21%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
15,473
shares
|
$363,770
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
15,326
shares
|
$360,314
0.02% of portfolio
|
Q4 2024
Added 1696.72%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
15,300
shares
|
$359,703
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Weik Capital Management
Wyomissing, PA |
Feb 12, 2025 Q4 2024 |
15,295
shares
|
$359,585
0.14% of portfolio
|
Q4 2024
Added 204.99%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
15,227
shares
|
$357,986
0.24% of portfolio
|
Q4 2024
Added 189.82%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
15,111
shares
|
$355,259
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
15,060
shares
|
$354,060
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
15,000
shares
|
$352,650
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
15,000
shares
|
$352,650
0.04% of portfolio
|
Q4 2024
Added 200.0%
|