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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
634,061
shares
|
$14.9 Million
1.04% of portfolio
|
Q4 2024
Added 199.95%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
623,295
shares
|
$14.7 Million
10.33% of portfolio
|
Q4 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
622,584
shares
|
$14.6 Million
1.27% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
618,873
shares
|
$14.5 Million
6.82% of portfolio
|
Q4 2024
New holding
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
617,554
shares
|
$14.5 Million
5.66% of portfolio
|
Q4 2024
Added 201.11%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
615,018
shares
|
$14.5 Million
10.73% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
608,238
shares
|
$14.3 Million
0.0% of portfolio
|
Q4 2024
Added 199.04%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
605,949
shares
|
$14.2 Million
2.98% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
596,336
shares
|
$14 Million
3.13% of portfolio
|
Q4 2024
Added 215.38%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
592,425
shares
|
$13.9 Million
3.63% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
587,197
shares
|
$13.8 Million
0.03% of portfolio
|
Q4 2024
Added 105.75%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
573,815
shares
|
$13.5 Million
0.43% of portfolio
|
Q4 2024
Added 198.38%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
570,450
shares
|
$13.4 Million
0.45% of portfolio
|
Q4 2024
Added 202.72%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
569,034
shares
|
$13.4 Million
1.07% of portfolio
|
Q4 2024
Added 189.56%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
566,599
shares
|
$13.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
565,423
shares
|
$13.3 Million
7.14% of portfolio
|
Q4 2024
Added 198.9%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
564,079
shares
|
$13.3 Million
13.68% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
558,621
shares
|
$13.1 Million
0.13% of portfolio
|
Q4 2024
Added 119.32%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
557,631
shares
|
$13.1 Million
0.73% of portfolio
|
Q4 2024
Added 194.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
545,134
shares
|
$12.8 Million
0.46% of portfolio
|
Q4 2024
Added 403.43%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
543,352
shares
|
$12.8 Million
1.98% of portfolio
|
Q4 2024
Added 223.19%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
535,768
shares
|
$12.6 Million
10.14% of portfolio
|
Q4 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
533,648
shares
|
$12.5 Million
0.36% of portfolio
|
Q4 2024
Added 225.56%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
527,055
shares
|
$12.4 Million
9.79% of portfolio
|
Q4 2024
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
513,712
shares
|
$12.1 Million
1.96% of portfolio
|
Q4 2024
Added 200.99%
|