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 1,522 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
148,779
shares
|
$3.65 Million
0.32% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
147,910
shares
|
$3.62 Million
0.01% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
147,711
shares
|
$3.62 Million
1.97% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
147,570
shares
|
$3.62 Million
0.68% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
144,542
shares
|
$3.54 Million
0.31% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
144,493
shares
|
$3.54 Million
0.28% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
143,056
shares
|
$3.5 Million
0.2% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
142,733
shares
|
$3.5 Million
3.98% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
142,062
shares
|
$3.48 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
138,874
shares
|
$3.4 Million
0.67% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
137,647
shares
|
$3.37 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
136,450
shares
|
$3.34 Million
3.29% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
136,291
shares
|
$3.34 Million
0.05% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
135,061
shares
|
$3.31 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
135,020
shares
|
$3.31 Million
0.2% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
134,962
shares
|
$3.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
134,651
shares
|
$3.3 Million
0.94% of portfolio
|
Q2 2025
Added 35.39%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
134,305
shares
|
$3.29 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
133,786
shares
|
$3.28 Million
2.66% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
133,700
shares
|
$3.28 Million
0.0% of portfolio
|
Q1 2025
Added 29.6%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
133,130
shares
|
$3.26 Million
0.11% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
132,972
shares
|
$3.26 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
132,345
shares
|
$3.24 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
132,099
shares
|
$3.24 Million
2.19% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
131,887
shares
|
$3.23 Million
0.51% of portfolio
|
Q1 2025
Reduced 4.63%
|