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 |
---|---|---|---|---|---|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
26,728
shares
|
$654,836
0.05% of portfolio
|
Q1 2025
Added 0.28%
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
26,696
shares
|
$654,052
0.03% of portfolio
|
Q2 2025
Added 1.39%
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
26,695
shares
|
$654,027
0.02% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
26,319
shares
|
$644,815
0.11% of portfolio
|
Q1 2025
New holding
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
26,317
shares
|
$644,766
0.09% of portfolio
|
Q1 2025
Added 3.52%
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
26,166
shares
|
$641,067
0.24% of portfolio
|
Q1 2025
Added 2.07%
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
26,034
shares
|
$637,833
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
25,993
shares
|
$636,828
0.08% of portfolio
|
Q1 2025
Added 25.45%
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
25,864
shares
|
$633,668
0.08% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
25,821
shares
|
$632,614
0.0% of portfolio
|
Q1 2025
Added 76.7%
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
25,716
shares
|
$630,042
0.22% of portfolio
|
Q1 2025
Added 0.18%
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
25,632
shares
|
$627,984
0.02% of portfolio
|
Q1 2025
Reduced 62.81%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
25,630
shares
|
$627,935
0.23% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
25,513
shares
|
$625,068
0.07% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
25,450
shares
|
$623,525
0.8% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
25,289
shares
|
$619,580
0.06% of portfolio
|
Q2 2025
Added 20.85%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
25,172
shares
|
$616,714
0.02% of portfolio
|
Q1 2025
Reduced 49.29%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
25,129
shares
|
$615,660
0.02% of portfolio
|
Q1 2025
Added 14.7%
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
25,083
shares
|
$614,533
0.05% of portfolio
|
Q3 2023
Reduced 3.47%
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
25,059
shares
|
$613,945
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
25,051
shares
|
$613,749
0.12% of portfolio
|
Q1 2025
Added 0.0%
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
24,954
shares
|
$611,373
0.02% of portfolio
|
Q1 2025
New holding
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
24,903
shares
|
$610,123
0.0% of portfolio
|
Q1 2025
Added 72.72%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
24,830
shares
|
$608,335
0.03% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
24,771
shares
|
$606,889
0.12% of portfolio
|
Q1 2025
Added 1688.52%
|