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 1,480 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 $23.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,537,595
shares
|
$33.8 Million
0.01% of portfolio
|
Q4 2024
Added 222.99%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
1,537,591
shares
|
$33.8 Million
9.45% of portfolio
|
Q4 2024
Added 2388.53%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
1,523,835
shares
|
$33.5 Million
20.94% of portfolio
|
Q4 2024
Added 191.99%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,497,843
shares
|
$32.9 Million
1.1% of portfolio
|
Q4 2024
Added 221.22%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
1,496,816
shares
|
$32.9 Million
6.71% of portfolio
|
Q4 2024
Added 214.58%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
1,496,523
shares
|
$32.9 Million
8.98% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
1,446,079
shares
|
$31.8 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,443,098
shares
|
$31.7 Million
20.61% of portfolio
|
Q4 2024
Added 219.99%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
1,439,364
shares
|
$31.6 Million
33.12% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
1,434,827
shares
|
$31.5 Million
5.78% of portfolio
|
Q4 2024
Added 197.56%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
1,432,160
shares
|
$31.5 Million
8.41% of portfolio
|
Q4 2024
Added 204.32%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
1,409,140
shares
|
$30.9 Million
5.76% of portfolio
|
Q4 2024
Added 206.16%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
1,408,552
shares
|
$30.9 Million
12.13% of portfolio
|
Q4 2024
Added 201.1%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
1,385,656
shares
|
$30.4 Million
1.14% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,380,779
shares
|
$30.3 Million
0.01% of portfolio
|
Q4 2024
Added 325.83%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,380,295
shares
|
$30.3 Million
2.44% of portfolio
|
Q4 2024
Added 199.86%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
1,372,991
shares
|
$30.2 Million
19.73% of portfolio
|
Q4 2024
Added 203.16%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
1,367,701
shares
|
$30 Million
13.81% of portfolio
|
Q4 2024
Added 199.32%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,362,304
shares
|
$29.9 Million
0.46% of portfolio
|
Q4 2024
Added 201.02%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,355,107
shares
|
$29.8 Million
2.58% of portfolio
|
Q4 2024
Added 182.24%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
1,352,845
shares
|
$29.7 Million
5.31% of portfolio
|
Q4 2024
Added 209.63%
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
1,337,246
shares
|
$29.4 Million
7.72% of portfolio
|
Q4 2024
Added 198.02%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
1,319,498
shares
|
$29 Million
9.46% of portfolio
|
Q4 2024
Added 197.99%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
1,318,408
shares
|
$29 Million
16.39% of portfolio
|
Q4 2024
Added 183.67%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,314,758
shares
|
$28.9 Million
0.23% of portfolio
|
Q4 2024
Added 373.16%
|