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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
87,273
shares
|
$2.14 Million
0.11% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
87,147
shares
|
$2.14 Million
0.38% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
86,807
shares
|
$2.13 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
86,557
shares
|
$2.12 Million
0.41% of portfolio
|
Q4 2024
Added 200.98%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
86,372
shares
|
$2.12 Million
0.35% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
85,815
shares
|
$2.1 Million
0.55% of portfolio
|
Q1 2025
Added 90.41%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
85,608
shares
|
$2.1 Million
0.91% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
85,314
shares
|
$2.09 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 30, 2025 Q1 2025 |
85,147
shares
|
$2.09 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
84,846
shares
|
$2.08 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.91%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
84,744
shares
|
$2.08 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Outfitter Financial LLC
|
May 05, 2025 Q1 2025 |
84,300
shares
|
$2.07 Million
1.69% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
83,980
shares
|
$2.06 Million
0.25% of portfolio
|
Q1 2025
Added 16.05%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
83,696
shares
|
$2.05 Million
0.49% of portfolio
|
Q4 2024
Added 215.39%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
83,306
shares
|
$2.04 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
82,686
shares
|
$2.03 Million
1.24% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
82,127
shares
|
$2.01 Million
0.4% of portfolio
|
Q4 2024
Added 1015.86%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
81,951
shares
|
$2.01 Million
0.35% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
81,935
shares
|
$2.01 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
81,380
shares
|
$1.99 Million
0.05% of portfolio
|
Q1 2025
Added 42.68%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
81,058
shares
|
$1.99 Million
0.26% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
81,015
shares
|
$1.98 Million
1.06% of portfolio
|
Q1 2025
Reduced 15.62%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
80,260
shares
|
$1.97 Million
1.09% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
80,203
shares
|
$1.96 Million
1.16% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
80,142
shares
|
$1.96 Million
0.04% of portfolio
|
Q1 2025
Added 24.37%
|