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 |
|---|---|---|---|---|---|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$47,020
0.12% of portfolio
|
Q1 2022
Added 96.08%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,952
shares
|
$45,891
0.04% of portfolio
|
Q4 2024
Added 200.77%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,892
shares
|
$44,480
0.04% of portfolio
|
Q4 2022
Added 169.13%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,878
shares
|
$44,151
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
1,822
shares
|
$42,835
0.03% of portfolio
|
Q4 2024
Added 200.16%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,764
shares
|
$41,471
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
1,734
shares
|
$40,766
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,722
shares
|
$40,484
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
1,719
shares
|
$40,413
0.02% of portfolio
|
Q4 2024
Added 201.05%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,533
shares
|
$36,040
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,524
shares
|
$35,829
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,483
shares
|
$34,865
0.01% of portfolio
|
Q4 2024
Added 397.65%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,481
shares
|
$34,818
0.0% of portfolio
|
Q4 2024
Added 199.8%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,453
shares
|
$34,160
0.01% of portfolio
|
Q2 2023
Reduced 20.16%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
1,422
shares
|
$33,431
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,416
shares
|
$33,290
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,410
shares
|
$33,149
0.02% of portfolio
|
Q4 2024
Added 459.52%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,406
shares
|
$33,055
0.01% of portfolio
|
Q4 2024
Added 199.79%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,385
shares
|
$32,561
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,383
shares
|
$32,514
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
1,350
shares
|
$31,738
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,344
shares
|
$31,597
0.01% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,306
shares
|
$30,704
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,299
shares
|
$30,539
0.01% of portfolio
|
Q4 2024
Added 200.69%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,261
shares
|
$29,646
0.01% of portfolio
|
Q4 2024
Added 200.95%
|