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 1,379 institutions that hold shares in the stock, with a total of 472 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
11,111
shares
|
$265,330
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Chronos Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
11,030
shares
|
$263,396
0.13% of portfolio
|
Q4 2024
Added 182.31%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
11,030
shares
|
$263,396
0.05% of portfolio
|
Q4 2024
Added 201.04%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
10,998
shares
|
$262,632
0.11% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
10,974
shares
|
$262,059
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
10,961
shares
|
$261,748
0.3% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
10,889
shares
|
$260,029
0.01% of portfolio
|
Q4 2024
Added 200.88%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
10,883
shares
|
$259,886
0.03% of portfolio
|
Q3 2024
Reduced 74.64%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
10,862
shares
|
$259,384
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,860
shares
|
$259,336
0.13% of portfolio
|
Q3 2024
Added 199.83%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
10,765
shares
|
$257,068
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
10,729
shares
|
$256,208
0.15% of portfolio
|
Q3 2022
Reduced 44.63%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
10,728
shares
|
$256,184
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
10,708
shares
|
$255,707
0.24% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,651
shares
|
$254,345
0.0% of portfolio
|
Q3 2024
Reduced 89.3%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
10,611
shares
|
$253,390
0.01% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
10,595
shares
|
$253,008
0.22% of portfolio
|
Q4 2024
Added 194.96%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
10,535
shares
|
$251,575
0.06% of portfolio
|
Q2 2024
Added 287.03%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
10,521
shares
|
$251,241
0.06% of portfolio
|
Q3 2024
Added 52.97%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
10,510
shares
|
$250,978
0.7% of portfolio
|
Q3 2024
Added 89.23%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
10,472
shares
|
$250,071
0.01% of portfolio
|
Q4 2024
Added 205.13%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
10,464
shares
|
$249,880
0.05% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
10,449
shares
|
$249,522
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
10,408
shares
|
$248,543
0.1% of portfolio
|
Q4 2024
Added 135.0%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
10,360
shares
|
$247,396
0.05% of portfolio
|
Q3 2024
Added 3.33%
|