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 |
|---|---|---|---|---|---|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
399,692
shares
|
$9.96 Million
4.56% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
398,416
shares
|
$9.92 Million
0.44% of portfolio
|
Q4 2024
Added 188.73%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
398,008
shares
|
$9.91 Million
0.28% of portfolio
|
Q1 2025
Added 214.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
394,846
shares
|
$9.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
394,266
shares
|
$9.82 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
387,754
shares
|
$9.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
387,464
shares
|
$9.65 Million
8.42% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
387,244
shares
|
$9.65 Million
1.32% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
387,113
shares
|
$9.64 Million
0.3% of portfolio
|
Q1 2025
Reduced 18.25%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
386,635
shares
|
$9.63 Million
1.21% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
386,347
shares
|
$9.62 Million
6.04% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
382,262
shares
|
$9.52 Million
3.59% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
376,808
shares
|
$9.39 Million
0.11% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
371,669
shares
|
$9.26 Million
2.95% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
366,720
shares
|
$9.13 Million
1.13% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
366,480
shares
|
$9.13 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
366,285
shares
|
$9.12 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
366,118
shares
|
$9.12 Million
0.28% of portfolio
|
Q3 2023
Reduced 2.73%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
363,778
shares
|
$9.06 Million
2.22% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Raine Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
362,789
shares
|
$9.04 Million
51.05% of portfolio
|
Q4 2024
Added 201.78%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
360,262
shares
|
$8.97 Million
5.01% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
359,978
shares
|
$8.97 Million
3.75% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
358,776
shares
|
$8.94 Million
0.58% of portfolio
|
Q2 2025
Added 22.79%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
346,728
shares
|
$8.64 Million
1.23% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
339,425
shares
|
$8.46 Million
3.98% of portfolio
|
Q2 2025
Reduced 2.12%
|