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 1,365 institutions that hold shares in the stock, with a total of 452 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,533
shares
|
$36,991
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,524
shares
|
$36,774
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,512
shares
|
$36,484
0.01% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$36,195
0.04% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,483
shares
|
$35,784
0.01% of portfolio
|
Q4 2024
Added 397.65%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,481
shares
|
$35,736
0.0% of portfolio
|
Q4 2024
Added 199.8%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,453
shares
|
$35,060
0.01% of portfolio
|
Q2 2023
Reduced 20.16%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
1,422
shares
|
$34,312
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,410
shares
|
$34,023
0.02% of portfolio
|
Q4 2024
Added 459.52%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,385
shares
|
$33,420
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,344
shares
|
$32,430
0.01% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,321
shares
|
$31,875
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,306
shares
|
$31,513
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,299
shares
|
$31,344
0.01% of portfolio
|
Q4 2024
Added 200.69%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,261
shares
|
$30,427
0.01% of portfolio
|
Q4 2024
Added 200.95%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,234
shares
|
$29,776
0.01% of portfolio
|
Q3 2024
Reduced 26.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,199
shares
|
$28,931
0.0% of portfolio
|
Q2 2024
Reduced 16.79%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,058
shares
|
$25,529
0.02% of portfolio
|
Q4 2024
Added 142.11%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,010
shares
|
$24,371
0.02% of portfolio
|
Q3 2024
Added 45.11%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
980
shares
|
$23,647
0.01% of portfolio
|
Q3 2023
Reduced 26.83%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
930
shares
|
$22,440
0.0% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
909
shares
|
$21,934
0.02% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
896
shares
|
$21,620
0.01% of portfolio
|
Q3 2024
Reduced 45.37%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
890
shares
|
$21,475
0.0% of portfolio
|
Q3 2024
Reduced 58.7%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
880
shares
|
$21,234
0.01% of portfolio
|
Q1 2022
Added 100.0%
|