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 |
|---|---|---|---|---|---|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
4,905
shares
|
$117,131
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
4,897
shares
|
$116,940
0.15% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
4,882
shares
|
$116,582
0.14% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
4,854
shares
|
$115,913
0.48% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
4,845
shares
|
$115,698
0.06% of portfolio
|
Q1 2023
Added 2.98%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
4,831
shares
|
$115,364
0.1% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
4,822
shares
|
$115,149
0.02% of portfolio
|
Q3 2024
Added 6691.55%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
4,800
shares
|
$114,624
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,791
shares
|
$114,409
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,761
shares
|
$113,692
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
4,706
shares
|
$112,379
0.27% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,680
shares
|
$111,758
0.01% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
4,674
shares
|
$111,615
0.04% of portfolio
|
Q4 2023
Reduced 16.15%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
4,669
shares
|
$111,495
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,662
shares
|
$111,328
0.05% of portfolio
|
Q4 2022
Reduced 20.27%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
4,661
shares
|
$111,304
0.03% of portfolio
|
Q4 2024
Added 193.7%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,657
shares
|
$111,209
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
4,650
shares
|
$111,042
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
4,636
shares
|
$110,707
0.1% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
4,634
shares
|
$110,659
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Wealth Planning, LLC
|
Nov 12, 2024 Q3 2024 |
4,611
shares
|
$110,110
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,606
shares
|
$109,991
0.04% of portfolio
|
Q4 2022
Reduced 33.06%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
4,598
shares
|
$109,800
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
4,559
shares
|
$108,868
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,539
shares
|
$108,391
0.02% of portfolio
|
Q2 2024
New holding
|