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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
4,518
shares
|
$106,218
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,518
shares
|
$106,218
0.05% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
4,500
shares
|
$105,795
0.08% of portfolio
|
Q4 2024
Added 38.89%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,473
shares
|
$105,160
0.01% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
4,419
shares
|
$103,890
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4,328
shares
|
$101,751
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
4,306
shares
|
$101,234
0.2% of portfolio
|
Q2 2022
Added 45.82%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
4,200
shares
|
$98,742
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
4,158
shares
|
$97,754
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,155
shares
|
$97,684
0.01% of portfolio
|
Q1 2024
Reduced 32.31%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,129
shares
|
$97,072
0.1% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
4,041
shares
|
$95,003
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,975
shares
|
$93,452
0.01% of portfolio
|
Q4 2024
Added 200.91%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,702
shares
|
$87,034
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
3,651
shares
|
$85,835
0.05% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,624
shares
|
$85,200
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,592
shares
|
$84,447
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
3,525
shares
|
$82,872
0.02% of portfolio
|
Q4 2024
Added 58.86%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,116
shares
|
$73,257
0.01% of portfolio
|
Q2 2023
Reduced 37.88%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
3,099
shares
|
$72,857
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
3,071
shares
|
$72,199
0.01% of portfolio
|
Q4 2024
Added 103.11%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,060
shares
|
$71,940
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
3,006
shares
|
$70,671
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
3,000
shares
|
$70,530
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
2,997
shares
|
$70,459
0.12% of portfolio
|
Q4 2024
New holding
|