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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
13,794
shares
|
$324,296
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
13,776
shares
|
$323,873
0.39% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
13,758
shares
|
$323,450
0.21% of portfolio
|
Q4 2024
Added 205.06%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
13,694
shares
|
$321,945
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
13,693
shares
|
$321,922
0.0% of portfolio
|
Q4 2024
Added 196.96%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13,676
shares
|
$321,522
0.18% of portfolio
|
Q2 2022
Reduced 74.9%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
13,636
shares
|
$320,582
0.09% of portfolio
|
Q4 2024
Added 275.34%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
13,598
shares
|
$319,688
0.02% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
13,590
shares
|
$319,500
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
13,584
shares
|
$319,359
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
13,564
shares
|
$318,889
0.09% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
13,563
shares
|
$318,866
0.01% of portfolio
|
Q4 2024
Added 195.1%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
13,510
shares
|
$317,620
0.04% of portfolio
|
Q4 2024
Added 200.62%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
13,433
shares
|
$315,809
0.48% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
13,409
shares
|
$315,245
0.33% of portfolio
|
Q4 2024
Added 200.52%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
13,332
shares
|
$313,435
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
13,326
shares
|
$313,294
0.1% of portfolio
|
Q4 2024
Added 206.27%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
13,320
shares
|
$313,153
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
13,281
shares
|
$312,236
0.25% of portfolio
|
Q4 2024
Added 150.63%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
13,266
shares
|
$311,883
0.41% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
13,193
shares
|
$310,167
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
13,163
shares
|
$309,462
0.04% of portfolio
|
Q4 2024
Added 174.74%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
13,155
shares
|
$309,274
0.25% of portfolio
|
Q4 2024
Added 197.76%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
13,104
shares
|
$308,075
0.22% of portfolio
|
Q4 2024
Added 206.1%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
13,028
shares
|
$306,288
0.03% of portfolio
|
Q4 2024
Added 219.63%
|