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 |
|---|---|---|---|---|---|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
40,082
shares
|
$967,178
3.55% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
39,400
shares
|
$950,722
0.81% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
38,953
shares
|
$939,935
0.12% of portfolio
|
Q2 2022
Reduced 0.7%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
38,841
shares
|
$937,233
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
38,710
shares
|
$934,072
0.11% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
38,706
shares
|
$933,975
0.08% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
38,685
shares
|
$933,469
1.25% of portfolio
|
Q3 2024
Added 18.85%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
38,631
shares
|
$932,166
0.97% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
38,488
shares
|
$928,715
0.26% of portfolio
|
Q4 2024
Added 252.65%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
38,411
shares
|
$926,857
0.1% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
38,362
shares
|
$925,675
0.45% of portfolio
|
Q4 2022
Reduced 5.24%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
38,227
shares
|
$922,417
0.33% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
38,148
shares
|
$920,511
0.17% of portfolio
|
Q4 2024
Added 306.0%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
37,963
shares
|
$916,047
0.11% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
37,895
shares
|
$914,406
1.17% of portfolio
|
Q4 2023
Added 0.77%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
37,707
shares
|
$909,869
0.57% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
37,586
shares
|
$906,950
0.03% of portfolio
|
Q4 2024
Added 213.95%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
37,481
shares
|
$904,416
0.66% of portfolio
|
Q3 2024
Reduced 82.28%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
37,469
shares
|
$904,126
0.33% of portfolio
|
Q3 2024
Added 183.3%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
37,420
shares
|
$902,944
1.31% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
37,126
shares
|
$895,850
0.05% of portfolio
|
Q4 2024
Added 204.26%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
37,006
shares
|
$892,954
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
36,711
shares
|
$885,836
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
36,359
shares
|
$877,342
0.51% of portfolio
|
Q4 2024
Added 351.61%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
36,227
shares
|
$874,157
0.02% of portfolio
|
Q4 2024
Added 237.5%
|