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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
10,408
shares
|
$244,692
0.1% of portfolio
|
Q4 2024
Added 135.0%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
10,346
shares
|
$243,234
0.15% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
10,332
shares
|
$242,905
0.03% of portfolio
|
Q4 2024
Added 180.08%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
10,299
shares
|
$242,129
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
10,197
shares
|
$239,731
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
10,189
shares
|
$239,543
0.1% of portfolio
|
Q4 2024
Added 200.47%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,174
shares
|
$239,190
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
10,149
shares
|
$238,602
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
10,085
shares
|
$237,098
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
10,063
shares
|
$236,581
0.12% of portfolio
|
Q4 2024
Added 167.28%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
9,963
shares
|
$234,230
0.01% of portfolio
|
Q4 2024
Added 187.04%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
9,952
shares
|
$233,971
0.05% of portfolio
|
Q4 2024
Added 200.85%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
9,934
shares
|
$233,548
0.0% of portfolio
|
Q4 2024
Added 206.6%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
9,924
shares
|
$233,313
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
9,918
shares
|
$233,172
0.18% of portfolio
|
Q4 2024
Added 192.05%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
9,909
shares
|
$232,960
0.02% of portfolio
|
Q4 2024
Added 188.64%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
9,884
shares
|
$232,372
0.11% of portfolio
|
Q4 2024
Added 229.03%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
9,884
shares
|
$232,372
0.1% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
9,864
shares
|
$231,902
0.02% of portfolio
|
Q4 2024
Added 203.04%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
9,857
shares
|
$231,738
0.07% of portfolio
|
Q4 2024
Added 198.25%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
9,837
shares
|
$231,267
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
9,831
shares
|
$231,126
0.07% of portfolio
|
Q4 2024
Added 152.53%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
9,816
shares
|
$230,774
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
9,795
shares
|
$230,280
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
9,735
shares
|
$228,869
0.11% of portfolio
|
Q4 2024
Added 200.0%
|