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 1,393 institutions that hold shares in the stock, with a total of 722 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
17,191
shares
|
$411,896
0.01% of portfolio
|
Q2 2023
Added 8.85%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
17,152
shares
|
$410,961
0.02% of portfolio
|
Q3 2024
Added 77.89%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
17,021
shares
|
$407,823
0.19% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
16,890
shares
|
$404,684
0.07% of portfolio
|
Q4 2024
Added 200.21%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
16,785
shares
|
$402,168
0.06% of portfolio
|
Q4 2024
Added 166.39%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
16,759
shares
|
$401,545
0.0% of portfolio
|
Q4 2024
Added 201.48%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
16,738
shares
|
$401,042
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
16,712
shares
|
$400,419
0.06% of portfolio
|
Q4 2024
Added 185.38%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
16,602
shares
|
$397,783
0.87% of portfolio
|
Q4 2023
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,590
shares
|
$397,496
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
16,503
shares
|
$395,411
0.81% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
16,419
shares
|
$393,399
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
16,392
shares
|
$392,752
0.61% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
16,340
shares
|
$391,506
0.03% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
16,194
shares
|
$388,008
0.24% of portfolio
|
Q4 2024
Added 201.0%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
16,053
shares
|
$384,629
0.03% of portfolio
|
Q4 2024
Added 318.59%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
15,972
shares
|
$382,689
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
15,943
shares
|
$381,994
0.02% of portfolio
|
Q4 2024
Added 201.61%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
15,922
shares
|
$381,491
0.12% of portfolio
|
Q4 2024
Added 185.34%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
15,878
shares
|
$380,436
0.0% of portfolio
|
Q3 2024
Reduced 96.37%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
15,852
shares
|
$379,813
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
15,804
shares
|
$378,663
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
15,798
shares
|
$378,520
0.11% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
15,747
shares
|
$377,298
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
15,720
shares
|
$376,651
0.1% of portfolio
|
Q4 2024
Added 200.0%
|