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 |
|---|---|---|---|---|---|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
340,257
shares
|
$7.93 Million
6.38% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
339,545
shares
|
$7.91 Million
2.75% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Elite Life Management LLC
Erie, PA |
Apr 24, 2025 Q1 2025 |
337,590
shares
|
$7.87 Million
23.25% of portfolio
|
Q1 2025
Added 17.77%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
336,350
shares
|
$7.84 Million
3.86% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
336,136
shares
|
$7.83 Million
0.17% of portfolio
|
Q1 2025
Reduced 84.87%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
332,431
shares
|
$7.75 Million
2.59% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
330,877
shares
|
$7.71 Million
4.11% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
329,066
shares
|
$7.67 Million
2.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
322,741
shares
|
$7.52 Million
2.11% of portfolio
|
Q1 2025
Reduced 18.8%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
318,832
shares
|
$7.43 Million
5.11% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
315,120
shares
|
$7.34 Million
2.45% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
314,216
shares
|
$7.32 Million
0.56% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
313,995
shares
|
$7.32 Million
0.88% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
313,453
shares
|
$7.3 Million
1.44% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
310,377
shares
|
$7.23 Million
0.1% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
310,300
shares
|
$7.23 Million
0.15% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
306,541
shares
|
$7.14 Million
0.31% of portfolio
|
Q1 2025
Added 95.63%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
306,154
shares
|
$7.13 Million
3.44% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
305,493
shares
|
$7.12 Million
10.2% of portfolio
|
Q2 2023
Added 101731.0%
|
|
|
Sws Partners
|
May 27, 2025 Q1 2025 |
304,725
shares
|
$7.1 Million
2.32% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
304,085
shares
|
$7.09 Million
3.22% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
303,145
shares
|
$7.06 Million
0.56% of portfolio
|
Q2 2023
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
301,868
shares
|
$7.03 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
301,098
shares
|
$7.02 Million
1.19% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
299,659
shares
|
$6.98 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.14%
|