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 1,476 institutions that hold shares in the stock, with a total of 1.09 Billion shares, which have been reported (via 13F filing form) to have a value of $23.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
367,537
shares
|
$8.07 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
366,118
shares
|
$8.04 Million
0.28% of portfolio
|
Q3 2023
Reduced 2.73%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
363,756
shares
|
$7.99 Million
0.02% of portfolio
|
Q4 2024
Added 194.89%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
363,311
shares
|
$7.98 Million
0.68% of portfolio
|
Q4 2024
Added 280.53%
|
|
|
Raine Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
362,789
shares
|
$7.97 Million
50.26% of portfolio
|
Q4 2024
Added 201.78%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
360,227
shares
|
$7.91 Million
2.25% of portfolio
|
Q4 2024
Added 198.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
356,884
shares
|
$7.84 Million
0.11% of portfolio
|
Q4 2024
Added 206.92%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
354,461
shares
|
$7.78 Million
4.41% of portfolio
|
Q4 2024
Added 197.28%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
353,904
shares
|
$7.77 Million
1.35% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
349,481
shares
|
$7.67 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
349,250
shares
|
$7.67 Million
1.15% of portfolio
|
Q4 2024
Added 195.42%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
346,111
shares
|
$7.6 Million
4.19% of portfolio
|
Q4 2024
Added 197.32%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
345,670
shares
|
$7.59 Million
7.92% of portfolio
|
Q4 2024
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
345,656
shares
|
$7.59 Million
3.84% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
343,156
shares
|
$7.54 Million
0.09% of portfolio
|
Q4 2024
Added 323.37%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
342,365
shares
|
$7.52 Million
3.18% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Apr 14, 2025 Q1 2025 |
341,413
shares
|
$7.5 Million
4.93% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
340,257
shares
|
$7.47 Million
6.38% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
339,545
shares
|
$7.46 Million
2.75% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
337,483
shares
|
$7.41 Million
4.29% of portfolio
|
Q4 2024
Added 164.15%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
332,563
shares
|
$7.3 Million
2.16% of portfolio
|
Q4 2024
Added 195.8%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
332,431
shares
|
$7.3 Million
2.59% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
332,338
shares
|
$7.3 Million
1.02% of portfolio
|
Q4 2024
Added 147.52%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
328,913
shares
|
$7.22 Million
5.64% of portfolio
|
Q4 2024
Added 230.17%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
322,844
shares
|
$7.09 Million
5.28% of portfolio
|
Q4 2024
Added 96.41%
|