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 1,527 institutions that hold shares in the stock, with a total of 1.14 Billion shares, which have been reported (via 13F filing form) to have a value of $28.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
339,425
shares
|
$8.46 Million
3.98% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Elite Life Management LLC
Erie, PA |
Apr 24, 2025 Q1 2025 |
337,590
shares
|
$8.41 Million
23.25% of portfolio
|
Q1 2025
Added 17.77%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
336,136
shares
|
$8.37 Million
0.17% of portfolio
|
Q1 2025
Reduced 84.87%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
330,877
shares
|
$8.24 Million
4.11% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
329,066
shares
|
$8.2 Million
2.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
320,492
shares
|
$7.98 Million
2.25% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
318,832
shares
|
$7.94 Million
5.11% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
315,120
shares
|
$7.85 Million
2.45% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
314,770
shares
|
$7.84 Million
0.86% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
314,216
shares
|
$7.83 Million
0.56% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
313,453
shares
|
$7.81 Million
1.44% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
311,233
shares
|
$7.75 Million
0.17% of portfolio
|
Q2 2025
Added 1171.9%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
310,300
shares
|
$7.73 Million
0.15% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
308,640
shares
|
$7.69 Million
2.14% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
306,541
shares
|
$7.64 Million
0.31% of portfolio
|
Q1 2025
Added 95.63%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
306,154
shares
|
$7.63 Million
3.44% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
305,493
shares
|
$7.61 Million
10.2% of portfolio
|
Q2 2023
Added 101731.0%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
304,085
shares
|
$7.57 Million
3.22% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
303,145
shares
|
$7.55 Million
0.56% of portfolio
|
Q2 2023
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
301,868
shares
|
$7.52 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
299,659
shares
|
$7.46 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
296,158
shares
|
$7.38 Million
0.59% of portfolio
|
Q4 2024
Added 227.43%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
293,323
shares
|
$7.31 Million
2.24% of portfolio
|
Q2 2025
Added 15.6%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
292,036
shares
|
$7.27 Million
0.05% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
291,116
shares
|
$7.25 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.54%
|