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 |
|---|---|---|---|---|---|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,384
shares
|
$173,597
0.05% of portfolio
|
Q1 2022
Added 50.88%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
7,207
shares
|
$169,436
0.04% of portfolio
|
Q4 2024
Added 452.26%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
7,200
shares
|
$169,272
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,113
shares
|
$167,226
0.28% of portfolio
|
Q3 2023
Reduced 70.43%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
7,074
shares
|
$166,309
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
7,056
shares
|
$165,886
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
6,846
shares
|
$160,949
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
6,759
shares
|
$158,904
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
6,636
shares
|
$156,012
0.03% of portfolio
|
Q2 2024
Reduced 38.58%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,455
shares
|
$151,757
0.13% of portfolio
|
Q3 2023
Reduced 0.19%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,442
shares
|
$151,451
0.04% of portfolio
|
Q1 2022
Added 79.34%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,232
shares
|
$146,514
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
6,073
shares
|
$142,776
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
6,072
shares
|
$142,752
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,046
shares
|
$142,141
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,038
shares
|
$141,953
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
5,943
shares
|
$139,719
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
5,880
shares
|
$138,238
0.03% of portfolio
|
Q3 2024
Added 20.44%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
5,874
shares
|
$138,097
0.04% of portfolio
|
Q4 2024
Added 200.92%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
5,762
shares
|
$135,464
0.0% of portfolio
|
Q4 2024
Added 535.28%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,663
shares
|
$133,137
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,600
shares
|
$131,656
0.11% of portfolio
|
Q1 2024
Added 27.27%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,593
shares
|
$131,491
0.0% of portfolio
|
Q2 2024
Added 39.76%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
5,591
shares
|
$131,444
0.07% of portfolio
|
Q4 2022
Reduced 11.69%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,552
shares
|
$130,527
0.0% of portfolio
|
Q3 2022
Added 2.28%
|