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 1,565 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 $29.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
31,392
shares
|
$817,761
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
31,343
shares
|
$816,485
0.6% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
31,261
shares
|
$814,349
0.01% of portfolio
|
Q2 2023
Added 11.91%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
31,023
shares
|
$808,149
1.12% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
30,975
shares
|
$806,898
0.08% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
30,790
shares
|
$802,079
0.24% of portfolio
|
Q2 2025
Reduced 29.38%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
30,773
shares
|
$801,636
0.0% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
30,772
shares
|
$801,610
0.07% of portfolio
|
Q2 2025
Reduced 28.22%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
30,575
shares
|
$796,478
0.03% of portfolio
|
Q2 2025
Reduced 40.34%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
30,529
shares
|
$795,280
0.37% of portfolio
|
Q2 2025
Added 172.82%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
30,440
shares
|
$792,962
0.13% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
30,429
shares
|
$792,675
0.24% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
30,345
shares
|
$790,487
0.05% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
30,343
shares
|
$790,435
0.38% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
30,147
shares
|
$785,329
1.96% of portfolio
|
Q2 2025
Reduced 82.92%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
30,134
shares
|
$784,990
0.06% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
29,859
shares
|
$777,826
0.16% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
29,770
shares
|
$775,508
0.1% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
29,757
shares
|
$775,169
0.26% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
29,651
shares
|
$772,408
0.02% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
29,455
shares
|
$767,302
0.15% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
29,293
shares
|
$763,082
0.02% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
29,250
shares
|
$761,962
0.07% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
29,203
shares
|
$760,738
0.02% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
29,141
shares
|
$759,123
0.11% of portfolio
|
Q2 2025
Reduced 0.14%
|