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 1,386 institutions that hold shares in the stock, with a total of 519 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,524
shares
|
$36,393
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,512
shares
|
$36,106
0.01% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$35,820
0.04% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,483
shares
|
$35,414
0.01% of portfolio
|
Q4 2024
Added 397.65%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,481
shares
|
$35,366
0.0% of portfolio
|
Q4 2024
Added 199.8%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,453
shares
|
$34,697
0.01% of portfolio
|
Q2 2023
Reduced 20.16%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
1,422
shares
|
$33,957
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,416
shares
|
$33,814
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,410
shares
|
$33,670
0.02% of portfolio
|
Q4 2024
Added 459.52%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,385
shares
|
$33,073
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,344
shares
|
$32,094
0.01% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,321
shares
|
$31,545
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,306
shares
|
$31,187
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,299
shares
|
$31,020
0.01% of portfolio
|
Q4 2024
Added 200.69%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,261
shares
|
$30,112
0.01% of portfolio
|
Q4 2024
Added 200.95%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,234
shares
|
$29,467
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
|
$28,632
0.0% of portfolio
|
Q2 2024
Reduced 16.79%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,103
shares
|
$26,339
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,058
shares
|
$25,265
0.02% of portfolio
|
Q4 2024
Added 142.11%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,050
shares
|
$25,074
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,010
shares
|
$24,118
0.02% of portfolio
|
Q3 2024
Added 45.11%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
980
shares
|
$23,402
0.01% of portfolio
|
Q3 2023
Reduced 26.83%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
978
shares
|
$23,354
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
930
shares
|
$22,208
0.0% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
890
shares
|
$21,253
0.0% of portfolio
|
Q3 2024
Reduced 58.7%
|