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 1.07 Billion shares, which have been reported (via 13F filing form) to have a value of $23.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
660
shares
|
$14,652
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
630
shares
|
$13,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
611
shares
|
$13,564
0.01% of portfolio
|
Q4 2024
Added 199.51%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
606
shares
|
$13,453
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
600
shares
|
$13,320
0.01% of portfolio
|
Q4 2024
Reduced 30.8%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
586
shares
|
$13,009
0.01% of portfolio
|
Q4 2024
Added 170.05%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
540
shares
|
$11,988
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
535
shares
|
$11,877
0.0% of portfolio
|
Q4 2024
Added 349.58%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
527
shares
|
$11,699
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
507
shares
|
$11,255
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
470
shares
|
$10,434
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
457
shares
|
$10,145
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
456
shares
|
$10,123
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
450
shares
|
$9,990
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
450
shares
|
$9,990
0.0% of portfolio
|
Q4 2024
Reduced 49.44%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
444
shares
|
$9,856
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
441
shares
|
$9,790
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
427
shares
|
$9,479
0.03% of portfolio
|
Q3 2022
Reduced 18.98%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
402
shares
|
$8,924
0.0% of portfolio
|
Q4 2024
Added 202.26%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
372
shares
|
$8,258
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
366
shares
|
$8,125
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
360
shares
|
$7,992
0.01% of portfolio
|
Q2 2024
Reduced 48.57%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
360
shares
|
$7,992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
354
shares
|
$7,858
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
330
shares
|
$7,326
0.0% of portfolio
|
Q4 2024
Added 179.66%
|