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 |
|---|---|---|---|---|---|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
611
shares
|
$14,364
0.01% of portfolio
|
Q4 2024
Added 199.51%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
606
shares
|
$14,247
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
600
shares
|
$14,106
0.01% of portfolio
|
Q4 2024
Reduced 30.8%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
586
shares
|
$13,776
0.01% of portfolio
|
Q4 2024
Added 170.05%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
540
shares
|
$12,695
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
535
shares
|
$12,577
0.0% of portfolio
|
Q4 2024
Added 349.58%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
527
shares
|
$12,389
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
507
shares
|
$11,919
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
470
shares
|
$11,049
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
457
shares
|
$10,744
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
456
shares
|
$10,720
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
450
shares
|
$10,579
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
450
shares
|
$10,579
0.0% of portfolio
|
Q4 2024
Reduced 49.44%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
444
shares
|
$10,438
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
441
shares
|
$10,367
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
427
shares
|
$10,038
0.03% of portfolio
|
Q3 2022
Reduced 18.98%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
402
shares
|
$9,451
0.0% of portfolio
|
Q4 2024
Added 202.26%
|
|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
366
shares
|
$8,604
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
360
shares
|
$8,463
0.01% of portfolio
|
Q2 2024
Reduced 48.57%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
360
shares
|
$8,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
354
shares
|
$8,322
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
330
shares
|
$7,758
0.0% of portfolio
|
Q4 2024
Added 179.66%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
324
shares
|
$7,617
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
321
shares
|
$7,546
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
300
shares
|
$7,053
0.0% of portfolio
|
Q4 2024
Added 200.0%
|