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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,199
shares
|
$28,188
0.0% of portfolio
|
Q2 2024
Reduced 16.79%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
1,127
shares
|
$26,495
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,103
shares
|
$25,931
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,058
shares
|
$24,873
0.02% of portfolio
|
Q4 2024
Added 142.11%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,050
shares
|
$24,685
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
1,038
shares
|
$24,403
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
978
shares
|
$22,992
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
972
shares
|
$22,851
0.0% of portfolio
|
Q4 2024
Added 160.59%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
903
shares
|
$21,229
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
880
shares
|
$20,688
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
858
shares
|
$20,171
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
852
shares
|
$20,030
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
840
shares
|
$19,748
0.03% of portfolio
|
Q2 2022
Added 90.91%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
831
shares
|
$19,536
0.01% of portfolio
|
Q4 2024
Added 235.08%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
823
shares
|
$19,348
0.0% of portfolio
|
Q4 2024
Added 414.38%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
814
shares
|
$19,137
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
810
shares
|
$19,043
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
793
shares
|
$18,643
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
762
shares
|
$17,914
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
726
shares
|
$17,068
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
713
shares
|
$16,762
0.01% of portfolio
|
Q2 2023
Added 0.14%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
678
shares
|
$15,939
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
675
shares
|
$15,869
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
660
shares
|
$15,516
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
630
shares
|
$14,811
0.0% of portfolio
|
Q4 2024
New holding
|