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 |
|---|---|---|---|---|---|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
1,021,444
shares
|
$22.4 Million
1.54% of portfolio
|
Q4 2024
Added 245.29%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
1,020,561
shares
|
$22.4 Million
3.56% of portfolio
|
Q4 2024
Added 231.74%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,000,829
shares
|
$22 Million
0.02% of portfolio
|
Q4 2024
Added 268.34%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
995,357
shares
|
$21.9 Million
7.95% of portfolio
|
Q4 2024
Added 191.88%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
979,550
shares
|
$21.5 Million
4.26% of portfolio
|
Q4 2024
Added 198.5%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
976,078
shares
|
$21.4 Million
1.84% of portfolio
|
Q4 2024
Added 192.24%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
970,256
shares
|
$21.3 Million
0.24% of portfolio
|
Q4 2024
Added 157.03%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
966,827
shares
|
$21.2 Million
6.95% of portfolio
|
Q4 2024
Added 216.53%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
940,905
shares
|
$20.7 Million
2.76% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
912,497
shares
|
$20 Million
0.71% of portfolio
|
Q4 2024
Added 193.11%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
909,403
shares
|
$20 Million
4.48% of portfolio
|
Q4 2024
Added 214.68%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
908,659
shares
|
$20 Million
0.72% of portfolio
|
Q1 2025
Added 24.02%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
904,702
shares
|
$19.9 Million
7.77% of portfolio
|
Q4 2024
Added 199.78%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
889,287
shares
|
$19.5 Million
0.03% of portfolio
|
Q4 2024
Added 218.83%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
882,637
shares
|
$19.4 Million
0.08% of portfolio
|
Q4 2024
Added 197.21%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
876,137
shares
|
$19.2 Million
1.9% of portfolio
|
Q4 2024
Added 202.88%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
854,814
shares
|
$18.8 Million
0.49% of portfolio
|
Q4 2024
Added 193.43%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
854,455
shares
|
$18.8 Million
2.04% of portfolio
|
Q4 2024
Added 169.13%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
853,622
shares
|
$18.7 Million
1.87% of portfolio
|
Q4 2024
Added 192.1%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
848,440
shares
|
$18.6 Million
11.3% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 23, 2025 Q4 2024 |
848,179
shares
|
$18.6 Million
16.68% of portfolio
|
Q4 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
846,320
shares
|
$18.6 Million
2.03% of portfolio
|
Q4 2024
Added 185.41%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
836,363
shares
|
$18.4 Million
3.88% of portfolio
|
Q4 2024
Added 198.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
829,222
shares
|
$18.2 Million
0.04% of portfolio
|
Q4 2024
Added 180.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
826,668
shares
|
$18.2 Million
0.08% of portfolio
|
Q3 2024
Added 13.54%
|