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 |
|---|---|---|---|---|---|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
64,699
shares
|
$1.59 Million
0.75% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
64,574
shares
|
$1.58 Million
0.06% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
64,390
shares
|
$1.58 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
64,220
shares
|
$1.57 Million
0.1% of portfolio
|
Q4 2024
Added 196.93%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
64,163
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 37.98%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
63,794
shares
|
$1.56 Million
2.08% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
63,667
shares
|
$1.56 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
63,563
shares
|
$1.56 Million
0.26% of portfolio
|
Q3 2022
Added 64.08%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
63,525
shares
|
$1.56 Million
0.92% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
63,470
shares
|
$1.56 Million
0.25% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
63,267
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Added 16.44%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
62,748
shares
|
$1.54 Million
0.25% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
62,418
shares
|
$1.53 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
62,036
shares
|
$1.52 Million
0.05% of portfolio
|
Q2 2025
Added 27108.77%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
62,028
shares
|
$1.52 Million
0.81% of portfolio
|
Q4 2024
Added 190.67%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
61,836
shares
|
$1.51 Million
0.92% of portfolio
|
Q3 2022
Reduced 7.04%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
61,707
shares
|
$1.51 Million
0.08% of portfolio
|
Q1 2025
Added 23.37%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
61,663
shares
|
$1.51 Million
0.1% of portfolio
|
Q1 2025
Added 395.01%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
61,662
shares
|
$1.51 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
61,606
shares
|
$1.51 Million
0.26% of portfolio
|
Q1 2025
Added 19.13%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
60,898
shares
|
$1.49 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
60,846
shares
|
$1.49 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
60,597
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
60,580
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.13%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
60,321
shares
|
$1.48 Million
0.57% of portfolio
|
Q2 2025
Reduced 23.91%
|