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 |
|---|---|---|---|---|---|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
43,399
shares
|
$1.05 Million
0.37% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
43,335
shares
|
$1.05 Million
0.35% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
42,990
shares
|
$1.04 Million
0.1% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
42,953
shares
|
$1.04 Million
0.14% of portfolio
|
Q4 2024
Added 196.51%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
42,869
shares
|
$1.03 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,314
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2023
Added 7.63%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
42,195
shares
|
$1.02 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
41,852
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
41,748
shares
|
$1.01 Million
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
41,734
shares
|
$1.01 Million
1.57% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
41,650
shares
|
$1.01 Million
0.35% of portfolio
|
Q1 2023
Reduced 0.66%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
41,637
shares
|
$1 Million
0.56% of portfolio
|
Q4 2024
Added 199.16%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
41,546
shares
|
$1 Million
0.18% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
41,544
shares
|
$1 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
41,363
shares
|
$998,089
0.31% of portfolio
|
Q4 2024
Added 207.21%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
41,356
shares
|
$997,920
0.34% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
41,223
shares
|
$994,710
0.41% of portfolio
|
Q4 2024
Added 198.09%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
40,921
shares
|
$987,423
0.22% of portfolio
|
Q4 2024
Added 151.84%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
40,631
shares
|
$980,426
0.06% of portfolio
|
Q4 2023
Reduced 2.5%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
40,362
shares
|
$973,935
0.22% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
40,259
shares
|
$971,449
0.18% of portfolio
|
Q4 2024
Added 209.64%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
40,214
shares
|
$970,363
0.81% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
40,160
shares
|
$969,060
0.38% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
40,105
shares
|
$967,733
0.71% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
40,096
shares
|
$967,516
0.47% of portfolio
|
Q4 2024
New holding
|