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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$2,220
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
99
shares
|
$2,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
89
shares
|
$1,975
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
87
shares
|
$1,931
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
79
shares
|
$1,753
0.0% of portfolio
|
Q4 2024
Added 203.85%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
70
shares
|
$1,554
0.0% of portfolio
|
Q4 2024
Added 204.35%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
66
shares
|
$1,465
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
58
shares
|
$1,287
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
54
shares
|
$1,198
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
52
shares
|
$1,154
0.0% of portfolio
|
Q4 2024
Added 246.67%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
43
shares
|
$954
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
41
shares
|
$910
0.0% of portfolio
|
Q4 2024
Added 192.86%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
39
shares
|
$865
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
35
shares
|
$777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
30
shares
|
$666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
24
shares
|
$532
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
24
shares
|
$532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
24
shares
|
$532
0.0% of portfolio
|
Q1 2024
Reduced 79.13%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
15
shares
|
$333
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
10
shares
|
$222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|