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 |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
2,975
shares
|
$69,942
0.02% of portfolio
|
Q4 2024
Added 194.55%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
2,940
shares
|
$69,119
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
2,787
shares
|
$65,522
0.0% of portfolio
|
Q4 2024
Added 227.88%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,739
shares
|
$64,393
0.04% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,730
shares
|
$64,182
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
2,728
shares
|
$64,135
0.02% of portfolio
|
Q4 2024
Added 200.11%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,723
shares
|
$64,017
0.03% of portfolio
|
Q4 2024
Added 200.88%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
2,688
shares
|
$63,194
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
2,633
shares
|
$61,901
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,628
shares
|
$61,784
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
2,529
shares
|
$59,456
0.08% of portfolio
|
Q2 2022
Reduced 12.91%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
2,483
shares
|
$58,375
0.01% of portfolio
|
Q4 2024
Added 200.61%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,472
shares
|
$58,116
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
2,448
shares
|
$57,552
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
2,442
shares
|
$57,411
0.05% of portfolio
|
Q4 2024
Added 170.73%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
2,442
shares
|
$57,411
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
2,349
shares
|
$55,224
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,262
shares
|
$53,179
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,136
shares
|
$50,217
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
2,123
shares
|
$49,911
0.02% of portfolio
|
Q4 2024
Added 199.86%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
2,112
shares
|
$49,653
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
2,031
shares
|
$47,748
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,028
shares
|
$47,678
0.03% of portfolio
|
Q2 2023
Reduced 60.5%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
2,025
shares
|
$47,607
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
2,000
shares
|
$47,020
0.0% of portfolio
|
Q1 2022
Added 100.0%
|