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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
297
shares
|
$6,982
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
296
shares
|
$6,958
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
278
shares
|
$6,535
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
253
shares
|
$5,948
0.01% of portfolio
|
Q1 2023
Added 12.44%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$5,877
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
243
shares
|
$5,712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
240
shares
|
$5,642
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
237
shares
|
$5,571
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
223
shares
|
$5,242
0.0% of portfolio
|
Q4 2024
Added 201.35%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
222
shares
|
$5,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
192
shares
|
$4,513
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
174
shares
|
$4,090
0.0% of portfolio
|
Q2 2022
Reduced 33.59%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
169
shares
|
$3,973
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
158
shares
|
$3,714
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
150
shares
|
$3,526
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
144
shares
|
$3,385
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
138
shares
|
$3,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
132
shares
|
$3,103
0.0% of portfolio
|
Q4 2024
Reduced 55.1%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
125
shares
|
$2,938
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
120
shares
|
$2,821
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
117
shares
|
$2,750
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$2,351
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
99
shares
|
$2,327
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
89
shares
|
$2,092
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
87
shares
|
$2,045
0.01% of portfolio
|
Q3 2022
New holding
|