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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
324
shares
|
$7,192
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
321
shares
|
$7,126
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
300
shares
|
$6,660
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
297
shares
|
$6,593
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
296
shares
|
$6,571
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
278
shares
|
$6,171
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
253
shares
|
$5,616
0.01% of portfolio
|
Q1 2023
Added 12.44%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$5,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
243
shares
|
$5,394
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
240
shares
|
$5,328
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
237
shares
|
$5,261
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
223
shares
|
$4,950
0.0% of portfolio
|
Q4 2024
Added 201.35%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
222
shares
|
$4,928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
192
shares
|
$4,262
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
174
shares
|
$3,862
0.0% of portfolio
|
Q2 2022
Reduced 33.59%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
169
shares
|
$3,751
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
158
shares
|
$3,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
150
shares
|
$3,330
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
144
shares
|
$3,196
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
138
shares
|
$3,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
132
shares
|
$2,930
0.0% of portfolio
|
Q4 2024
Reduced 55.1%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
125
shares
|
$2,775
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
120
shares
|
$2,664
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
119
shares
|
$2,641
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
117
shares
|
$2,597
0.0% of portfolio
|
Q4 2024
Added 200.0%
|