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 1,522 institutions that hold shares in the stock, with a total of 1.14 Billion shares, which have been reported (via 13F filing form) to have a value of $28 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
31,760
shares
|
$778,120
0.63% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
31,650
shares
|
$775,425
0.25% of portfolio
|
Q4 2024
Added 198.02%
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
31,563
shares
|
$773,293
0.06% of portfolio
|
Q1 2025
Reduced 21.8%
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
31,524
shares
|
$772,338
0.25% of portfolio
|
Q3 2024
New holding
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
31,392
shares
|
$769,104
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
31,261
shares
|
$765,894
0.01% of portfolio
|
Q2 2023
Added 11.91%
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
31,023
shares
|
$760,063
1.12% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
30,936
shares
|
$757,932
0.0% of portfolio
|
Q1 2025
Reduced 92.25%
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
30,790
shares
|
$754,355
0.24% of portfolio
|
Q2 2025
Reduced 29.38%
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
30,591
shares
|
$749,479
0.32% of portfolio
|
Q1 2025
Added 46.01%
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
30,530
shares
|
$747,985
0.09% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
30,429
shares
|
$745,510
0.24% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
30,345
shares
|
$743,452
0.05% of portfolio
|
Q1 2025
Added 0.2%
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
30,343
shares
|
$743,403
0.38% of portfolio
|
Q2 2022
Added 0.06%
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
30,147
shares
|
$738,601
1.96% of portfolio
|
Q2 2025
Reduced 82.92%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
30,134
shares
|
$738,283
0.06% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
30,094
shares
|
$737,303
0.0% of portfolio
|
Q1 2025
Reduced 33.87%
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
29,900
shares
|
$732,550
0.09% of portfolio
|
Q1 2025
Reduced 30.39%
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
29,859
shares
|
$731,545
0.15% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
29,770
shares
|
$729,365
0.09% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
29,757
shares
|
$729,046
0.26% of portfolio
|
Q4 2024
Added 200.0%
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
29,582
shares
|
$724,759
0.33% of portfolio
|
Q1 2025
Added 20.18%
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
29,580
shares
|
$724,710
0.1% of portfolio
|
Q1 2025
Added 0.25%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
29,474
shares
|
$722,113
0.09% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
29,455
shares
|
$721,647
0.15% of portfolio
|
Q2 2025
Added 3.77%
|