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 1,513 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 $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
121,368
shares
|
$2.97 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
120,136
shares
|
$2.94 Million
0.05% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
120,076
shares
|
$2.94 Million
1.28% of portfolio
|
Q1 2025
Reduced 19.26%
|
|
|
Flower City Capital
|
Apr 22, 2025 Q1 2025 |
119,913
shares
|
$2.94 Million
1.74% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
119,731
shares
|
$2.93 Million
3.54% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
119,598
shares
|
$2.93 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
119,535
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
119,257
shares
|
$2.92 Million
3.27% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
118,866
shares
|
$2.91 Million
0.34% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
118,176
shares
|
$2.9 Million
0.04% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
117,213
shares
|
$2.87 Million
0.1% of portfolio
|
Q4 2024
Added 200.37%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
117,030
shares
|
$2.87 Million
1.96% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
116,974
shares
|
$2.87 Million
0.82% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
116,881
shares
|
$2.86 Million
0.44% of portfolio
|
Q1 2025
Reduced 45.69%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
116,851
shares
|
$2.86 Million
1.88% of portfolio
|
Q4 2023
Reduced 1.94%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
116,604
shares
|
$2.86 Million
0.26% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
116,437
shares
|
$2.85 Million
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
116,133
shares
|
$2.85 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
115,406
shares
|
$2.83 Million
1.47% of portfolio
|
Q1 2025
Reduced 18.85%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
113,448
shares
|
$2.78 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
112,700
shares
|
$2.76 Million
0.12% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
112,361
shares
|
$2.75 Million
0.0% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
111,948
shares
|
$2.74 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
110,363
shares
|
$2.7 Million
0.32% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
110,327
shares
|
$2.7 Million
2.1% of portfolio
|
Q1 2025
Added 6.94%
|