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 |
|---|---|---|---|---|---|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
14,202
shares
|
$340,279
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
14,173
shares
|
$339,585
0.03% of portfolio
|
Q4 2024
Added 190.31%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 17, 2025 Q4 2024 |
14,172
shares
|
$339,561
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
14,116
shares
|
$338,219
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
14,064
shares
|
$336,973
0.0% of portfolio
|
Q4 2024
Added 196.52%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
14,063
shares
|
$336,949
0.03% of portfolio
|
Q4 2024
Added 67.32%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
14,060
shares
|
$336,877
0.06% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
14,007
shares
|
$335,607
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
13,873
shares
|
$332,397
0.1% of portfolio
|
Q4 2024
Added 199.25%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
13,857
shares
|
$332,013
0.01% of portfolio
|
Q3 2024
Reduced 21.1%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
13,853
shares
|
$331,917
0.03% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
13,842
shares
|
$331,654
0.06% of portfolio
|
Q4 2024
Added 155.76%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
13,837
shares
|
$331,534
0.06% of portfolio
|
Q3 2024
Added 27.45%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
13,837
shares
|
$331,534
0.0% of portfolio
|
Q3 2024
Added 36.97%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
13,800
shares
|
$330,648
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
13,800
shares
|
$330,648
0.91% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
13,794
shares
|
$330,504
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
13,776
shares
|
$330,072
0.39% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
13,758
shares
|
$329,641
0.21% of portfolio
|
Q4 2024
Added 205.06%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
13,694
shares
|
$328,108
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
13,693
shares
|
$328,084
0.0% of portfolio
|
Q4 2024
Added 196.96%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13,676
shares
|
$327,676
0.18% of portfolio
|
Q2 2022
Reduced 74.9%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
13,653
shares
|
$327,125
0.2% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
13,636
shares
|
$326,718
0.09% of portfolio
|
Q4 2024
Added 275.34%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
13,590
shares
|
$325,616
0.01% of portfolio
|
Q4 2024
Added 200.0%
|