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 |
|---|---|---|---|---|---|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
453,325
shares
|
$10.6 Million
1.93% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
445,202
shares
|
$10.4 Million
15.03% of portfolio
|
Q2 2023
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Apr 15, 2025 Q1 2025 |
444,416
shares
|
$10.4 Million
7.14% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
442,616
shares
|
$10.3 Million
5.4% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
436,456
shares
|
$10.2 Million
2.12% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
434,441
shares
|
$10.1 Million
1.21% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
433,969
shares
|
$10.1 Million
3.3% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
431,771
shares
|
$10.1 Million
0.15% of portfolio
|
Q1 2025
Added 315.14%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
430,972
shares
|
$10 Million
0.1% of portfolio
|
Q1 2025
Added 46.98%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
430,156
shares
|
$10 Million
4.11% of portfolio
|
Q1 2025
Added 19.08%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
428,714
shares
|
$9.99 Million
0.29% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
427,552
shares
|
$9.96 Million
0.3% of portfolio
|
Q1 2025
Reduced 19.88%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
421,999
shares
|
$9.83 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
421,012
shares
|
$9.81 Million
0.26% of portfolio
|
Q1 2025
Added 56.16%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
420,281
shares
|
$9.79 Million
0.5% of portfolio
|
Q3 2022
Added 7.99%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
418,981
shares
|
$9.76 Million
2.77% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
415,854
shares
|
$9.69 Million
5.03% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
415,673
shares
|
$9.69 Million
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
409,820
shares
|
$9.55 Million
0.75% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
407,540
shares
|
$9.5 Million
0.42% of portfolio
|
Q1 2025
Added 115024.29%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
407,230
shares
|
$9.49 Million
0.17% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
405,727
shares
|
$9.45 Million
1.2% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
401,128
shares
|
$9.35 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
400,090
shares
|
$9.32 Million
0.3% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
398,416
shares
|
$9.28 Million
0.44% of portfolio
|
Q4 2024
Added 188.73%
|