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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
10,299
shares
|
$245,940
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
10,273
shares
|
$245,319
0.25% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
10,192
shares
|
$243,384
0.05% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
10,189
shares
|
$243,313
0.1% of portfolio
|
Q4 2024
Added 200.47%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,174
shares
|
$242,955
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
10,149
shares
|
$242,358
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
10,063
shares
|
$240,304
0.12% of portfolio
|
Q4 2024
Added 167.28%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
10,059
shares
|
$240,208
0.02% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,966
shares
|
$237,988
0.08% of portfolio
|
Q1 2024
Added 82950.0%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
9,952
shares
|
$237,653
0.05% of portfolio
|
Q4 2024
Added 200.85%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
9,909
shares
|
$236,626
0.02% of portfolio
|
Q4 2024
Added 188.64%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
9,884
shares
|
$236,029
0.1% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
9,877
shares
|
$235,862
0.04% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
9,837
shares
|
$234,907
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
9,835
shares
|
$234,859
0.09% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
9,816
shares
|
$234,406
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
9,735
shares
|
$232,471
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
9,671
shares
|
$230,943
0.08% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
9,666
shares
|
$230,824
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,606
shares
|
$229,391
0.02% of portfolio
|
Q4 2024
Added 200.56%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
9,475
shares
|
$226,263
0.02% of portfolio
|
Q4 2024
Added 210.66%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
9,464
shares
|
$226,000
0.16% of portfolio
|
Q4 2024
Added 200.06%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
9,462
shares
|
$225,952
0.14% of portfolio
|
Q1 2023
Reduced 17.33%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
9,399
shares
|
$224,448
0.01% of portfolio
|
Q4 2024
Added 310.08%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
9,388
shares
|
$224,185
0.16% of portfolio
|
Q4 2024
Added 200.99%
|