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 1,529 institutions that hold shares in the stock, with a total of 1.13 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 |
|---|---|---|---|---|---|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
453,325
shares
|
$11.3 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
|
$11.1 Million
15.03% of portfolio
|
Q2 2023
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
442,772
shares
|
$11 Million
7.26% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
442,616
shares
|
$11 Million
5.4% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
436,456
shares
|
$10.9 Million
2.12% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
433,969
shares
|
$10.8 Million
3.3% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
432,667
shares
|
$10.8 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
432,508
shares
|
$10.8 Million
3.2% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
430,989
shares
|
$10.7 Million
4.16% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
430,972
shares
|
$10.7 Million
0.1% of portfolio
|
Q1 2025
Added 46.98%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
428,714
shares
|
$10.7 Million
0.29% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
425,566
shares
|
$10.6 Million
3.94% of portfolio
|
Q2 2025
Reduced 88.74%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
424,364
shares
|
$10.6 Million
0.25% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
421,999
shares
|
$10.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
421,012
shares
|
$10.5 Million
0.26% of portfolio
|
Q1 2025
Added 56.16%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
420,281
shares
|
$10.5 Million
0.5% of portfolio
|
Q3 2022
Added 7.99%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
419,345
shares
|
$10.4 Million
8.69% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
415,673
shares
|
$10.4 Million
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
410,182
shares
|
$10.2 Million
5.7% of portfolio
|
Q2 2025
Reduced 38.91%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
409,820
shares
|
$10.2 Million
0.75% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
407,540
shares
|
$10.2 Million
0.42% of portfolio
|
Q1 2025
Added 115024.29%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
407,230
shares
|
$10.1 Million
0.17% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
405,292
shares
|
$10.1 Million
5.62% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
402,523
shares
|
$10 Million
0.29% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
401,128
shares
|
$9.99 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.34%
|