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 1,513 institutions that hold shares in the stock, with a total of 1.15 Billion shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
994
shares
|
$24,353
0.0% of portfolio
|
Q1 2025
Added 20.78%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
992
shares
|
$24,304
0.0% of portfolio
|
Q1 2025
Added 83.7%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
978
shares
|
$23,961
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
903
shares
|
$22,123
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
900
shares
|
$22,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
894
shares
|
$21,903
0.0% of portfolio
|
Q1 2025
Reduced 39.72%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
888
shares
|
$21,756
0.01% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
880
shares
|
$21,560
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
852
shares
|
$20,874
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
840
shares
|
$20,580
0.03% of portfolio
|
Q2 2022
Added 90.91%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
810
shares
|
$19,845
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
778
shares
|
$19,061
0.0% of portfolio
|
Q1 2025
Reduced 49.25%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
739
shares
|
$18,105
0.01% of portfolio
|
Q1 2025
Added 38.13%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
726
shares
|
$17,787
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
713
shares
|
$17,468
0.01% of portfolio
|
Q2 2023
Added 0.14%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
678
shares
|
$16,611
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
669
shares
|
$16,390
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
669
shares
|
$16,390
0.01% of portfolio
|
Q1 2025
Added 462.18%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
660
shares
|
$16,170
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
630
shares
|
$15,435
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
627
shares
|
$15,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
606
shares
|
$14,847
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
600
shares
|
$14,700
0.01% of portfolio
|
Q4 2024
Reduced 30.8%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
507
shares
|
$12,421
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
490
shares
|
$12,005
0.0% of portfolio
|
Q1 2025
Reduced 16.38%
|