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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
109,882
shares
|
$2.69 Million
0.04% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
109,837
shares
|
$2.69 Million
0.14% of portfolio
|
Q3 2022
Added 37.44%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
109,369
shares
|
$2.68 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
108,766
shares
|
$2.66 Million
0.91% of portfolio
|
Q1 2024
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
108,731
shares
|
$2.66 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
107,274
shares
|
$2.63 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
106,985
shares
|
$2.62 Million
1.28% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
106,405
shares
|
$2.61 Million
0.01% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
105,341
shares
|
$2.58 Million
0.71% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
104,223
shares
|
$2.55 Million
0.27% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
103,741
shares
|
$2.54 Million
2.12% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
103,468
shares
|
$2.53 Million
2.1% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
103,099
shares
|
$2.53 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
102,564
shares
|
$2.51 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
102,235
shares
|
$2.5 Million
2.7% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
102,123
shares
|
$2.5 Million
0.29% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
101,601
shares
|
$2.49 Million
1.56% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
101,180
shares
|
$2.48 Million
0.17% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
101,060
shares
|
$2.48 Million
1.35% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
99,244
shares
|
$2.43 Million
1.33% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
97,232
shares
|
$2.38 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
96,825
shares
|
$2.37 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
96,506
shares
|
$2.36 Million
0.04% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
95,672
shares
|
$2.34 Million
0.69% of portfolio
|
Q1 2025
Added 10.81%
|