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 1,363 institutions that hold shares in the stock, with a total of 448 Million shares, which have been reported (via 13F filing form) to have a value of $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
96,763
shares
|
$2.33 Million
2.22% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
96,649
shares
|
$2.33 Million
0.81% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
96,015
shares
|
$2.32 Million
1.4% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
95,474
shares
|
$2.3 Million
0.53% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
95,467
shares
|
$2.3 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
95,230
shares
|
$2.3 Million
0.75% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
93,963
shares
|
$2.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
93,516
shares
|
$2.26 Million
1.91% of portfolio
|
Q4 2024
Added 223.98%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
93,051
shares
|
$2.25 Million
2.9% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
92,946
shares
|
$2.24 Million
0.19% of portfolio
|
Q4 2024
Added 199.83%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
92,265
shares
|
$2.23 Million
0.77% of portfolio
|
Q4 2024
Added 201.34%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
91,757
shares
|
$2.21 Million
0.61% of portfolio
|
Q4 2024
Added 189.83%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
90,448
shares
|
$2.18 Million
0.8% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
89,797
shares
|
$2.17 Million
0.08% of portfolio
|
Q4 2023
Reduced 2.41%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
89,793
shares
|
$2.17 Million
0.01% of portfolio
|
Q4 2024
Added 206.2%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
89,057
shares
|
$2.15 Million
5.37% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
88,518
shares
|
$2.14 Million
0.29% of portfolio
|
Q2 2024
Added 1.97%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
88,090
shares
|
$2.13 Million
0.28% of portfolio
|
Q4 2024
Added 200.88%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
88,001
shares
|
$2.12 Million
1.37% of portfolio
|
Q4 2024
Added 189.32%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
86,916
shares
|
$2.1 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
86,751
shares
|
$2.09 Million
0.12% of portfolio
|
Q4 2024
Added 194.5%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
86,706
shares
|
$2.09 Million
2.09% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
86,430
shares
|
$2.09 Million
0.14% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
86,372
shares
|
$2.08 Million
0.35% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
86,311
shares
|
$2.08 Million
1.58% of portfolio
|
Q3 2024
Reduced 15.63%
|