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 |
|---|---|---|---|---|---|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
12,278
shares
|
$288,655
0.29% of portfolio
|
Q4 2024
Added 531.58%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12,273
shares
|
$288,538
0.62% of portfolio
|
Q1 2023
Added 111.13%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
12,183
shares
|
$286,422
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
12,173
shares
|
$286,187
0.03% of portfolio
|
Q4 2024
Added 191.22%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
12,123
shares
|
$285,011
0.34% of portfolio
|
Q4 2024
Added 170.54%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
12,087
shares
|
$284,165
0.08% of portfolio
|
Q4 2024
Added 135.2%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,988
shares
|
$281,837
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
11,960
shares
|
$281,179
0.28% of portfolio
|
Q4 2024
Added 397.3%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
11,896
shares
|
$279,674
0.06% of portfolio
|
Q4 2024
Added 203.78%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
11,765
shares
|
$276,595
0.0% of portfolio
|
Q4 2024
Added 203.14%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
11,763
shares
|
$276,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
11,718
shares
|
$275,490
0.03% of portfolio
|
Q4 2024
Added 192.73%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
11,616
shares
|
$273,092
0.03% of portfolio
|
Q4 2024
Added 210.92%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
11,613
shares
|
$273,021
0.03% of portfolio
|
Q4 2024
Added 181.39%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
11,592
shares
|
$272,527
0.02% of portfolio
|
Q4 2024
Added 168.77%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
11,567
shares
|
$271,940
0.04% of portfolio
|
Q4 2024
Added 288.81%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
11,478
shares
|
$269,847
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Feb 10, 2025 Q4 2024 |
11,458
shares
|
$269,377
0.18% of portfolio
|
Q4 2024
Added 236.41%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
11,445
shares
|
$269,071
0.3% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,384
shares
|
$267,637
0.05% of portfolio
|
Q4 2024
Added 206.85%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
11,334
shares
|
$266,462
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,295
shares
|
$265,545
0.01% of portfolio
|
Q4 2024
Added 204.12%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
11,279
shares
|
$265,169
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,239
shares
|
$264,228
0.1% of portfolio
|
Q4 2024
Added 92.98%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
11,148
shares
|
$262,089
0.1% of portfolio
|
Q4 2024
Added 0.33%
|