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 |
|---|---|---|---|---|---|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
15,714
shares
|
$376,507
0.5% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
15,653
shares
|
$375,045
0.04% of portfolio
|
Q4 2024
Added 200.21%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
15,540
shares
|
$372,338
0.07% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
15,492
shares
|
$371,188
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
15,461
shares
|
$370,445
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
15,326
shares
|
$367,210
0.02% of portfolio
|
Q4 2024
Added 1696.72%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
15,300
shares
|
$366,588
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
15,269
shares
|
$365,845
0.04% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
15,227
shares
|
$364,838
0.24% of portfolio
|
Q4 2024
Added 189.82%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
15,111
shares
|
$362,059
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
15,028
shares
|
$360,070
0.26% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
15,000
shares
|
$359,400
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
15,000
shares
|
$359,400
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
14,995
shares
|
$359,280
0.31% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
14,937
shares
|
$357,890
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
14,896
shares
|
$356,908
0.53% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
14,792
shares
|
$354,416
0.2% of portfolio
|
Q4 2024
Added 200.41%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
14,780
shares
|
$354,128
0.02% of portfolio
|
Q4 2024
Added 200.22%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
14,724
shares
|
$352,787
0.0% of portfolio
|
Q4 2024
Added 195.31%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
14,654
shares
|
$351,109
0.29% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
14,639
shares
|
$350,750
0.11% of portfolio
|
Q4 2024
Added 172.15%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
14,512
shares
|
$347,707
0.14% of portfolio
|
Q4 2024
Added 196.34%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,457
shares
|
$346,389
0.03% of portfolio
|
Q3 2022
Reduced 33.04%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
14,315
shares
|
$342,987
0.55% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
14,264
shares
|
$341,765
0.01% of portfolio
|
Q2 2024
Added 49.49%
|