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 |
|---|---|---|---|---|---|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
13,005
shares
|
$305,747
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
12,970
shares
|
$304,924
0.1% of portfolio
|
Q4 2024
Added 191.72%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
12,945
shares
|
$304,336
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
12,944
shares
|
$304,313
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
12,914
shares
|
$303,608
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
12,898
shares
|
$303,231
0.16% of portfolio
|
Q4 2024
Added 214.05%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
12,894
shares
|
$303,137
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
12,864
shares
|
$302,432
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
12,857
shares
|
$302,268
0.17% of portfolio
|
Q4 2024
Added 200.05%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
12,810
shares
|
$301,163
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
12,766
shares
|
$300,128
0.02% of portfolio
|
Q4 2024
Added 164.74%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
12,765
shares
|
$300,105
1.03% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
12,756
shares
|
$299,893
0.0% of portfolio
|
Q4 2024
Added 200.28%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,707
shares
|
$298,741
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
12,678
shares
|
$298,059
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,634
shares
|
$297,025
0.12% of portfolio
|
Q1 2023
Reduced 1.19%
|
|
|
Bennett Selby Investments LP
|
Jan 21, 2025 Q4 2024 |
12,612
shares
|
$296,508
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
12,602
shares
|
$296,273
0.05% of portfolio
|
Q4 2024
Added 211.93%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
12,600
shares
|
$296,226
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,525
shares
|
$294,462
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
12,482
shares
|
$293,451
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
12,458
shares
|
$292,887
0.08% of portfolio
|
Q4 2024
Added 200.12%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
12,457
shares
|
$292,864
0.02% of portfolio
|
Q4 2024
Added 316.34%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
12,381
shares
|
$291,077
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
12,336
shares
|
$290,019
0.1% of portfolio
|
Q4 2024
Added 200.0%
|