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 1,500 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 $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
538,617
shares
|
$12.5 Million
0.03% of portfolio
|
Q1 2025
Added 48.07%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
531,224
shares
|
$12.4 Million
5.71% of portfolio
|
Q1 2025
Reduced 14.77%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
527,230
shares
|
$12.3 Million
7.56% of portfolio
|
Q1 2025
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
521,086
shares
|
$12.1 Million
6.26% of portfolio
|
Q1 2025
New holding
|
|
|
Envision Financial LLC
Brookfield, WI |
Apr 22, 2025 Q1 2025 |
516,440
shares
|
$12 Million
8.59% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
516,337
shares
|
$12 Million
0.28% of portfolio
|
Q1 2025
Added 37.77%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
515,314
shares
|
$12 Million
1.94% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
515,151
shares
|
$12 Million
1.44% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
513,368
shares
|
$12 Million
0.65% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
506,903
shares
|
$11.8 Million
2.23% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
506,536
shares
|
$11.8 Million
0.29% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
500,064
shares
|
$11.7 Million
0.45% of portfolio
|
Q4 2022
Reduced 1.95%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
499,783
shares
|
$11.6 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
497,395
shares
|
$11.6 Million
0.53% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
494,381
shares
|
$11.5 Million
2.29% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
492,403
shares
|
$11.5 Million
0.14% of portfolio
|
Q1 2025
Added 60.37%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
488,332
shares
|
$11.4 Million
0.16% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
472,837
shares
|
$11 Million
3.2% of portfolio
|
Q4 2024
Added 198.27%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
471,280
shares
|
$11 Million
1.57% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
470,392
shares
|
$11 Million
11.71% of portfolio
|
Q3 2023
Added 0.9%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
469,418
shares
|
$10.9 Million
3.81% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
469,346
shares
|
$10.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
464,556
shares
|
$10.8 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
463,914
shares
|
$10.8 Million
0.1% of portfolio
|
Q1 2025
Added 99.92%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
462,930
shares
|
$10.8 Million
1.6% of portfolio
|
Q1 2025
Reduced 1.05%
|