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 |
|---|---|---|---|---|---|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
11,144
shares
|
$261,995
0.16% of portfolio
|
Q4 2024
Added 179.51%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
11,130
shares
|
$261,666
0.03% of portfolio
|
Q4 2024
Added 105.43%
|
|
|
Chronos Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
11,030
shares
|
$259,315
0.13% of portfolio
|
Q4 2024
Added 182.31%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
11,030
shares
|
$259,315
0.05% of portfolio
|
Q4 2024
Added 201.04%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
10,974
shares
|
$257,998
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
10,889
shares
|
$256,000
0.01% of portfolio
|
Q4 2024
Added 200.88%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
10,877
shares
|
$255,718
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
10,862
shares
|
$255,365
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
10,808
shares
|
$254,096
0.05% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
10,774
shares
|
$253,296
0.09% of portfolio
|
Q4 2024
Added 190.25%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
10,765
shares
|
$253,085
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
10,728
shares
|
$252,215
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
10,716
shares
|
$251,933
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
10,696
shares
|
$251,462
0.04% of portfolio
|
Q4 2024
Added 146.91%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
10,689
shares
|
$251,298
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
10,601
shares
|
$249,229
0.02% of portfolio
|
Q4 2024
Added 200.06%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
10,595
shares
|
$249,088
0.22% of portfolio
|
Q4 2024
Added 194.96%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
10,590
shares
|
$248,970
0.01% of portfolio
|
Q4 2024
Added 1038.71%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
10,575
shares
|
$248,618
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
10,536
shares
|
$247,701
0.01% of portfolio
|
Q4 2024
Added 200.17%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
10,535
shares
|
$247,677
0.06% of portfolio
|
Q2 2024
Added 287.03%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
10,497
shares
|
$246,784
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
10,472
shares
|
$246,196
0.01% of portfolio
|
Q4 2024
Added 205.13%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
10,455
shares
|
$245,797
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
10,449
shares
|
$245,655
0.08% of portfolio
|
Q4 2024
Added 200.0%
|