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 |
|---|---|---|---|---|---|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
14,995
shares
|
$352,532
0.07% of portfolio
|
Q4 2024
Added 186.71%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
14,937
shares
|
$351,168
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
14,896
shares
|
$350,204
0.53% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
14,859
shares
|
$349,335
0.28% of portfolio
|
Q4 2024
Added 215.75%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
14,792
shares
|
$347,759
0.2% of portfolio
|
Q4 2024
Added 200.41%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
14,780
shares
|
$347,477
0.02% of portfolio
|
Q4 2024
Added 200.22%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
14,724
shares
|
$346,161
0.0% of portfolio
|
Q4 2024
Added 195.31%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
14,639
shares
|
$344,162
0.11% of portfolio
|
Q4 2024
Added 172.15%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
14,613
shares
|
$343,551
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
14,512
shares
|
$341,177
0.14% of portfolio
|
Q4 2024
Added 196.34%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,457
shares
|
$339,884
0.03% of portfolio
|
Q3 2022
Reduced 33.04%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
14,418
shares
|
$338,967
0.0% of portfolio
|
Q4 2024
Added 139.03%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
14,202
shares
|
$333,889
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
14,173
shares
|
$333,207
0.03% of portfolio
|
Q4 2024
Added 190.31%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 17, 2025 Q4 2024 |
14,172
shares
|
$333,183
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
14,064
shares
|
$330,644
0.0% of portfolio
|
Q4 2024
Added 196.52%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
14,063
shares
|
$330,621
0.03% of portfolio
|
Q4 2024
Added 67.32%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
14,022
shares
|
$329,657
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
14,007
shares
|
$329,304
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
13,950
shares
|
$327,964
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
13,901
shares
|
$326,812
0.04% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
13,873
shares
|
$326,154
0.1% of portfolio
|
Q4 2024
Added 199.25%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
13,853
shares
|
$325,684
0.03% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
13,842
shares
|
$325,425
0.06% of portfolio
|
Q4 2024
Added 155.76%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
13,800
shares
|
$324,438
0.07% of portfolio
|
Q4 2024
Added 200.0%
|