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 |
|---|---|---|---|---|---|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
29,249
shares
|
$716,600
0.08% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
29,211
shares
|
$715,669
0.08% of portfolio
|
Q4 2024
Added 188.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
29,201
shares
|
$715,424
0.04% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
29,182
shares
|
$714,959
0.12% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
28,936
shares
|
$708,932
0.02% of portfolio
|
Q1 2025
Added 19.6%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
28,911
shares
|
$708,319
0.03% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
28,600
shares
|
$700,700
0.26% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
28,581
shares
|
$700,234
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
28,455
shares
|
$697,147
0.13% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
28,299
shares
|
$693,325
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
28,224
shares
|
$691,488
0.02% of portfolio
|
Q1 2025
Added 13.12%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
28,223
shares
|
$691,463
0.18% of portfolio
|
Q1 2025
Added 45.53%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
28,185
shares
|
$690,532
0.29% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
28,031
shares
|
$686,759
0.0% of portfolio
|
Q1 2025
Reduced 22.68%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
27,965
shares
|
$685,142
0.01% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
27,843
shares
|
$682,153
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
27,676
shares
|
$678,062
0.11% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
27,576
shares
|
$675,612
0.05% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
27,503
shares
|
$673,823
0.02% of portfolio
|
Q1 2025
Added 66.41%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
27,398
shares
|
$671,251
0.07% of portfolio
|
Q3 2023
Added 0.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
27,373
shares
|
$670,638
0.01% of portfolio
|
Q1 2025
Added 18.86%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
27,068
shares
|
$663,166
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
26,979
shares
|
$660,985
0.49% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
26,897
shares
|
$658,976
0.05% of portfolio
|
Q2 2025
Added 36.25%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
26,837
shares
|
$657,506
0.05% of portfolio
|
Q1 2025
New holding
|