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 |
|---|---|---|---|---|---|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
80,118
shares
|
$1.96 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
80,030
shares
|
$1.96 Million
0.13% of portfolio
|
Q1 2025
Added 67.36%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
79,652
shares
|
$1.95 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
79,392
shares
|
$1.95 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
79,388
shares
|
$1.95 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
78,631
shares
|
$1.93 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
78,452
shares
|
$1.92 Million
1.06% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
77,962
shares
|
$1.91 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
77,816
shares
|
$1.91 Million
0.16% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
77,495
shares
|
$1.9 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
77,467
shares
|
$1.9 Million
1.02% of portfolio
|
Q1 2025
Added 113.06%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
77,437
shares
|
$1.9 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
77,080
shares
|
$1.89 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
77,073
shares
|
$1.89 Million
0.28% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
75,893
shares
|
$1.86 Million
1.25% of portfolio
|
Q1 2025
Added 105.08%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
75,888
shares
|
$1.86 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
75,845
shares
|
$1.86 Million
0.28% of portfolio
|
Q4 2022
Reduced 7.41%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
75,841
shares
|
$1.86 Million
0.77% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
75,772
shares
|
$1.86 Million
0.66% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
75,548
shares
|
$1.85 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
75,099
shares
|
$1.84 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
74,561
shares
|
$1.83 Million
0.23% of portfolio
|
Q1 2025
Added 255.81%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
74,218
shares
|
$1.82 Million
0.72% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
73,884
shares
|
$1.81 Million
0.02% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
71,941
shares
|
$1.76 Million
0.12% of portfolio
|
Q1 2025
Added 0.25%
|