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 |
|---|---|---|---|---|---|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
131,390
shares
|
$3.22 Million
0.82% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
130,640
shares
|
$3.2 Million
2.14% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
130,519
shares
|
$3.2 Million
1.7% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
129,200
shares
|
$3.17 Million
1.5% of portfolio
|
Q3 2022
Reduced 0.93%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
129,121
shares
|
$3.16 Million
3.14% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
128,874
shares
|
$3.16 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
128,587
shares
|
$3.15 Million
0.3% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
128,511
shares
|
$3.15 Million
0.13% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
127,969
shares
|
$3.14 Million
0.12% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
127,815
shares
|
$3.13 Million
2.55% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
127,621
shares
|
$3.13 Million
1.58% of portfolio
|
Q1 2025
Reduced 44.11%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
127,185
shares
|
$3.12 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
126,942
shares
|
$3.11 Million
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
126,885
shares
|
$3.11 Million
1.71% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
126,023
shares
|
$3.09 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
125,310
shares
|
$3.07 Million
4.56% of portfolio
|
Q2 2022
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
124,895
shares
|
$3.06 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
123,988
shares
|
$3.04 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
123,641
shares
|
$3.03 Million
0.17% of portfolio
|
Q1 2025
Reduced 40.96%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
123,382
shares
|
$3.02 Million
0.07% of portfolio
|
Q1 2025
Reduced 22.8%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
122,437
shares
|
$3 Million
0.16% of portfolio
|
Q1 2025
Added 195.28%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
122,314
shares
|
$3 Million
1.65% of portfolio
|
Q1 2025
Reduced 37.85%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
122,227
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
121,849
shares
|
$2.99 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
120,136
shares
|
$2.94 Million
0.05% of portfolio
|
Q1 2025
Added 2.88%
|