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 1,465 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 $25.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,764
shares
|
$41,895
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
1,734
shares
|
$41,182
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,722
shares
|
$40,897
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
1,719
shares
|
$40,826
0.02% of portfolio
|
Q4 2024
Added 201.05%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,533
shares
|
$36,408
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,524
shares
|
$36,195
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,483
shares
|
$35,221
0.01% of portfolio
|
Q4 2024
Added 397.65%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,481
shares
|
$35,173
0.0% of portfolio
|
Q4 2024
Added 199.8%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,453
shares
|
$34,508
0.01% of portfolio
|
Q2 2023
Reduced 20.16%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
1,422
shares
|
$33,772
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,416
shares
|
$33,630
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,410
shares
|
$33,487
0.02% of portfolio
|
Q4 2024
Added 459.52%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,406
shares
|
$33,392
0.01% of portfolio
|
Q4 2024
Added 199.79%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,385
shares
|
$32,893
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,383
shares
|
$32,846
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
1,350
shares
|
$32,062
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,344
shares
|
$31,920
0.01% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,306
shares
|
$31,017
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,299
shares
|
$30,851
0.01% of portfolio
|
Q4 2024
Added 200.69%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,261
shares
|
$29,948
0.01% of portfolio
|
Q4 2024
Added 200.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,199
shares
|
$28,476
0.0% of portfolio
|
Q2 2024
Reduced 16.79%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
1,127
shares
|
$26,766
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,103
shares
|
$26,196
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,058
shares
|
$25,127
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
|
$24,937
0.01% of portfolio
|
Q4 2024
Added 200.0%
|