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 |
|---|---|---|---|---|---|
|
Fidelis I M, LLC
Medford, OR |
Jan 21, 2025 Q4 2024 |
1,293,934
shares
|
$30.4 Million
14.72% of portfolio
|
Q4 2024
Added 170.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,287,791
shares
|
$30.3 Million
0.03% of portfolio
|
Q4 2024
Added 230.83%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,274,308
shares
|
$30 Million
2.33% of portfolio
|
Q4 2024
Added 201.26%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,264,776
shares
|
$29.7 Million
4.74% of portfolio
|
Q4 2024
Added 208.6%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
1,263,978
shares
|
$29.7 Million
8.95% of portfolio
|
Q4 2024
Added 191.51%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
1,240,414
shares
|
$29.2 Million
6.73% of portfolio
|
Q4 2024
Added 199.35%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
1,233,141
shares
|
$29 Million
5.37% of portfolio
|
Q4 2024
Added 184.91%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
1,216,255
shares
|
$28.6 Million
13.57% of portfolio
|
Q4 2024
Added 202.23%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,196,396
shares
|
$28.1 Million
13.94% of portfolio
|
Q4 2024
Added 196.86%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Feb 05, 2025 Q4 2024 |
1,187,451
shares
|
$27.9 Million
21.78% of portfolio
|
Q4 2024
Added 190.14%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
1,180,899
shares
|
$27.8 Million
2.66% of portfolio
|
Q4 2024
Added 209.96%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
1,176,749
shares
|
$27.7 Million
3.02% of portfolio
|
Q4 2024
Added 178.21%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
1,161,218
shares
|
$27.3 Million
13.57% of portfolio
|
Q4 2024
Added 205.13%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
1,160,571
shares
|
$27.3 Million
15.97% of portfolio
|
Q4 2024
Added 199.44%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
1,153,953
shares
|
$27.1 Million
4.44% of portfolio
|
Q4 2024
Added 193.91%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,123,127
shares
|
$26.4 Million
2.43% of portfolio
|
Q4 2024
Added 198.94%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
1,120,168
shares
|
$26.3 Million
8.54% of portfolio
|
Q4 2024
Added 199.05%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
1,119,646
shares
|
$26.3 Million
7.21% of portfolio
|
Q4 2024
Added 194.74%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
1,116,276
shares
|
$26.2 Million
16.79% of portfolio
|
Q4 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
1,076,537
shares
|
$25.3 Million
16.99% of portfolio
|
Q4 2024
Added 199.51%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
1,067,566
shares
|
$25.1 Million
3.54% of portfolio
|
Q4 2024
Added 200.18%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,063,856
shares
|
$25 Million
8.27% of portfolio
|
Q4 2024
Added 218.81%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,056,911
shares
|
$24.8 Million
0.14% of portfolio
|
Q4 2024
Added 200.98%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
1,051,836
shares
|
$24.7 Million
11.35% of portfolio
|
Q4 2024
Added 206.46%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
1,021,444
shares
|
$24 Million
1.54% of portfolio
|
Q4 2024
Added 245.29%
|