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 |
|---|---|---|---|---|---|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
60,234
shares
|
$1.48 Million
0.23% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
59,854
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
59,831
shares
|
$1.47 Million
0.26% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
59,800
shares
|
$1.47 Million
0.16% of portfolio
|
Q2 2025
Added 246.25%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
59,285
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
59,166
shares
|
$1.45 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
58,848
shares
|
$1.44 Million
0.29% of portfolio
|
Q2 2025
Added 25.71%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
58,650
shares
|
$1.44 Million
0.13% of portfolio
|
Q2 2025
Reduced 36.9%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
58,365
shares
|
$1.43 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,311
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
58,246
shares
|
$1.43 Million
0.87% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
57,868
shares
|
$1.42 Million
0.44% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
57,478
shares
|
$1.41 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
57,416
shares
|
$1.41 Million
1.02% of portfolio
|
Q1 2023
Added 0.19%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
56,880
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
56,519
shares
|
$1.38 Million
0.14% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
56,128
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
55,872
shares
|
$1.37 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
55,820
shares
|
$1.37 Million
0.25% of portfolio
|
Q1 2025
Added 27.25%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
55,214
shares
|
$1.35 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
54,422
shares
|
$1.33 Million
0.61% of portfolio
|
Q1 2025
Added 18.36%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
54,210
shares
|
$1.33 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
54,145
shares
|
$1.33 Million
0.81% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
54,139
shares
|
$1.33 Million
0.78% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
53,964
shares
|
$1.32 Million
1.34% of portfolio
|
Q2 2025
Added 16.7%
|