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 1,476 institutions that hold shares in the stock, with a total of 1.08 Billion shares, which have been reported (via 13F filing form) to have a value of $24.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
9,123
shares
|
$204,446
0.11% of portfolio
|
Q4 2024
Added 200.99%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,085
shares
|
$203,594
0.01% of portfolio
|
Q4 2024
Reduced 80.41%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
9,047
shares
|
$202,743
0.05% of portfolio
|
Q4 2024
Added 205.44%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
8,964
shares
|
$200,883
0.01% of portfolio
|
Q4 2024
Added 199.3%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
8,920
shares
|
$199,897
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
8,893
shares
|
$199,292
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
8,889
shares
|
$199,202
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
8,878
shares
|
$198,955
0.03% of portfolio
|
Q4 2024
Added 65.26%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
8,857
shares
|
$198,485
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,808
shares
|
$197,387
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
8,808
shares
|
$197,387
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,805
shares
|
$197,320
0.07% of portfolio
|
Q4 2024
Added 199.49%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
8,780
shares
|
$196,759
0.03% of portfolio
|
Q4 2024
Added 194.73%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,772
shares
|
$196,580
0.11% of portfolio
|
Q4 2024
Added 186.29%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
8,727
shares
|
$195,572
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
8,724
shares
|
$195,504
0.02% of portfolio
|
Q4 2024
Added 193.84%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
8,691
shares
|
$194,765
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
8,670
shares
|
$194,294
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
8,515
shares
|
$190,821
0.03% of portfolio
|
Q4 2024
Added 201.2%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
8,469
shares
|
$189,790
0.0% of portfolio
|
Q4 2024
Added 159.15%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8,282
shares
|
$185,599
0.01% of portfolio
|
Q4 2024
Added 893.05%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,254
shares
|
$184,972
0.07% of portfolio
|
Q2 2022
Added 15.93%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
8,208
shares
|
$183,941
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
8,057
shares
|
$180,557
0.11% of portfolio
|
Q4 2024
Added 200.07%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
7,965
shares
|
$178,495
0.03% of portfolio
|
Q4 2024
Added 200.91%
|