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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
8,964
shares
|
$210,743
0.01% of portfolio
|
Q4 2024
Added 199.3%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
8,920
shares
|
$209,709
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
8,893
shares
|
$209,074
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
8,889
shares
|
$208,980
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
8,878
shares
|
$208,721
0.03% of portfolio
|
Q4 2024
Added 65.26%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
8,857
shares
|
$208,228
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,808
shares
|
$207,076
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
8,808
shares
|
$207,076
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,805
shares
|
$207,005
0.07% of portfolio
|
Q4 2024
Added 199.49%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
8,780
shares
|
$206,417
0.03% of portfolio
|
Q4 2024
Added 194.73%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,772
shares
|
$206,229
0.11% of portfolio
|
Q4 2024
Added 186.29%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
8,727
shares
|
$205,171
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
8,724
shares
|
$205,101
0.02% of portfolio
|
Q4 2024
Added 193.84%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
8,691
shares
|
$204,325
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
8,670
shares
|
$203,831
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
8,515
shares
|
$200,187
0.03% of portfolio
|
Q4 2024
Added 201.2%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
8,469
shares
|
$199,106
0.0% of portfolio
|
Q4 2024
Added 159.15%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8,282
shares
|
$194,709
0.01% of portfolio
|
Q4 2024
Added 893.05%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,254
shares
|
$194,051
0.07% of portfolio
|
Q2 2022
Added 15.93%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
8,208
shares
|
$192,970
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
8,057
shares
|
$189,420
0.11% of portfolio
|
Q4 2024
Added 200.07%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
7,965
shares
|
$187,257
0.03% of portfolio
|
Q4 2024
Added 200.91%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
7,854
shares
|
$184,647
0.01% of portfolio
|
Q4 2022
Reduced 4.2%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
7,811
shares
|
$183,636
0.07% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
7,500
shares
|
$176,325
0.1% of portfolio
|
Q4 2024
Added 200.0%
|