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 |
|---|---|---|---|---|---|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,472
shares
|
$128,646
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
5,406
shares
|
$127,095
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,401
shares
|
$126,977
0.07% of portfolio
|
Q2 2023
Reduced 20.04%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
5,388
shares
|
$126,671
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,385
shares
|
$126,601
0.04% of portfolio
|
Q4 2024
Added 218.07%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,336
shares
|
$125,449
0.24% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
5,320
shares
|
$125,073
0.02% of portfolio
|
Q4 2024
Added 199.89%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,287
shares
|
$124,297
0.03% of portfolio
|
Q2 2023
Reduced 3.59%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
5,248
shares
|
$123,380
0.27% of portfolio
|
Q1 2024
Reduced 25.14%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
5,126
shares
|
$120,512
0.01% of portfolio
|
Q4 2024
Added 184.46%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
5,030
shares
|
$118,255
0.06% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
5,025
shares
|
$118,137
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
4,905
shares
|
$115,316
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
4,882
shares
|
$114,775
0.14% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
4,854
shares
|
$114,117
0.48% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
4,845
shares
|
$113,905
0.06% of portfolio
|
Q1 2023
Added 2.98%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
4,800
shares
|
$112,848
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,761
shares
|
$111,931
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,680
shares
|
$110,026
0.01% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,662
shares
|
$109,603
0.05% of portfolio
|
Q4 2022
Reduced 20.27%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
4,661
shares
|
$109,580
0.03% of portfolio
|
Q4 2024
Added 193.7%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,606
shares
|
$108,287
0.04% of portfolio
|
Q4 2022
Reduced 33.06%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,539
shares
|
$106,711
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,528
shares
|
$106,453
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,528
shares
|
$106,453
0.08% of portfolio
|
Q4 2022
New holding
|