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 |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
9,734
shares
|
$228,846
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
9,669
shares
|
$227,318
0.07% of portfolio
|
Q4 2024
Added 45.75%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
9,666
shares
|
$227,247
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,656
shares
|
$227,012
0.01% of portfolio
|
Q4 2024
Added 137842.86%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
9,621
shares
|
$226,189
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,606
shares
|
$225,837
0.02% of portfolio
|
Q4 2024
Added 200.56%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
9,578
shares
|
$225,178
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
9,475
shares
|
$222,757
0.02% of portfolio
|
Q4 2024
Added 210.66%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
9,464
shares
|
$222,498
0.16% of portfolio
|
Q4 2024
Added 200.06%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
9,399
shares
|
$220,970
0.01% of portfolio
|
Q4 2024
Added 310.08%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
9,388
shares
|
$220,711
0.16% of portfolio
|
Q4 2024
Added 200.99%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Feb 26, 2025 Q4 2024 |
9,386
shares
|
$220,664
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
9,381
shares
|
$220,547
0.03% of portfolio
|
Q2 2022
Added 11.68%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
9,381
shares
|
$220,547
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
9,378
shares
|
$220,476
0.01% of portfolio
|
Q4 2024
Added 192.24%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
9,375
shares
|
$220,406
0.21% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
9,360
shares
|
$220,053
0.07% of portfolio
|
Q4 2024
Added 200.87%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
9,323
shares
|
$219,183
0.03% of portfolio
|
Q4 2024
Added 200.06%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
9,274
shares
|
$218,031
0.07% of portfolio
|
Q4 2024
Added 91.97%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
9,234
shares
|
$217,091
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
9,138
shares
|
$214,834
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
9,135
shares
|
$214,763
0.1% of portfolio
|
Q2 2023
Reduced 15.22%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
9,123
shares
|
$214,481
0.11% of portfolio
|
Q4 2024
Added 200.99%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,085
shares
|
$213,588
0.01% of portfolio
|
Q4 2024
Reduced 80.41%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
9,047
shares
|
$212,694
0.05% of portfolio
|
Q4 2024
Added 205.44%
|