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 |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
815,335
shares
|
$19.2 Million
1.87% of portfolio
|
Q4 2024
Added 210.87%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
810,412
shares
|
$19.1 Million
0.39% of portfolio
|
Q4 2024
Added 227.33%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
806,995
shares
|
$19 Million
2.33% of portfolio
|
Q4 2024
Added 199.7%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
790,181
shares
|
$18.6 Million
3.61% of portfolio
|
Q4 2024
Added 198.37%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
787,907
shares
|
$18.5 Million
1.41% of portfolio
|
Q4 2024
Added 206.45%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
781,244
shares
|
$18.4 Million
0.51% of portfolio
|
Q2 2022
Added 90.88%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
778,784
shares
|
$18.3 Million
0.39% of portfolio
|
Q4 2024
Added 167.76%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
769,727
shares
|
$18.1 Million
0.99% of portfolio
|
Q4 2024
Added 13.42%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
761,730
shares
|
$17.9 Million
0.84% of portfolio
|
Q4 2024
Added 209.21%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
758,165
shares
|
$17.8 Million
5.64% of portfolio
|
Q4 2024
Added 198.09%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
751,568
shares
|
$17.7 Million
7.17% of portfolio
|
Q4 2024
Added 245.19%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
746,081
shares
|
$17.5 Million
4.3% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
739,045
shares
|
$17.4 Million
0.43% of portfolio
|
Q4 2024
Added 321.66%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
732,687
shares
|
$17.2 Million
0.61% of portfolio
|
Q4 2024
Added 300.83%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
731,251
shares
|
$17.2 Million
3.8% of portfolio
|
Q3 2022
Added 3.4%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
730,808
shares
|
$17.2 Million
0.02% of portfolio
|
Q4 2024
Added 281.86%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
718,872
shares
|
$16.9 Million
3.97% of portfolio
|
Q4 2024
Added 210.06%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
714,720
shares
|
$16.8 Million
7.35% of portfolio
|
Q4 2024
Added 169.58%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
702,492
shares
|
$16.5 Million
0.81% of portfolio
|
Q4 2024
Added 197.89%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
686,129
shares
|
$16.1 Million
0.44% of portfolio
|
Q4 2024
Added 197.04%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
677,803
shares
|
$15.9 Million
4.2% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
656,736
shares
|
$15.4 Million
0.61% of portfolio
|
Q4 2024
Added 194.05%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
650,576
shares
|
$15.3 Million
2.24% of portfolio
|
Q4 2024
Added 223.79%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
640,207
shares
|
$15.1 Million
1.66% of portfolio
|
Q4 2024
Added 191.37%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
635,073
shares
|
$14.9 Million
7.15% of portfolio
|
Q4 2024
Added 186.98%
|