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 |
|---|---|---|---|---|---|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
21,340
shares
|
$514,934
0.84% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
21,258
shares
|
$512,955
0.34% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
21,204
shares
|
$511,652
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
21,157
shares
|
$510,518
0.24% of portfolio
|
Q1 2024
Added 0.0%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
21,105
shares
|
$509,263
1.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
20,910
shares
|
$504,558
0.24% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
20,891
shares
|
$504,099
0.04% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
20,809
shares
|
$502,121
0.13% of portfolio
|
Q4 2024
Added 197.14%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
20,725
shares
|
$500,094
0.93% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
20,720
shares
|
$499,973
0.07% of portfolio
|
Q4 2024
Added 194.95%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
20,666
shares
|
$498,670
0.03% of portfolio
|
Q3 2024
Added 16.21%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
20,640
shares
|
$498,043
0.34% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,614
shares
|
$497,415
0.6% of portfolio
|
Q2 2022
Added 2.58%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
20,604
shares
|
$497,174
0.07% of portfolio
|
Q4 2024
Added 200.7%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,570
shares
|
$496,354
0.04% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
20,408
shares
|
$492,445
0.0% of portfolio
|
Q2 2022
Reduced 23.71%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
20,374
shares
|
$491,624
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
20,121
shares
|
$485,519
0.09% of portfolio
|
Q4 2024
Added 185.04%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
20,013
shares
|
$482,913
0.09% of portfolio
|
Q4 2024
Added 178.93%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
19,962
shares
|
$481,683
0.25% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
19,939
shares
|
$481,128
0.06% of portfolio
|
Q3 2024
Added 159.93%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
19,782
shares
|
$477,339
0.02% of portfolio
|
Q4 2024
Added 179.17%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
19,741
shares
|
$476,350
0.04% of portfolio
|
Q4 2024
Added 172.03%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
19,710
shares
|
$475,602
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
19,596
shares
|
$472,851
0.16% of portfolio
|
Q2 2023
Added 26.07%
|