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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
26,357
shares
|
$686,599
0.03% of portfolio
|
Q2 2025
Added 49.26%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
26,275
shares
|
$684,463
0.0% of portfolio
|
Q2 2025
Reduced 34.31%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
26,168
shares
|
$681,676
0.44% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
26,083
shares
|
$679,462
0.09% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
26,034
shares
|
$678,185
0.28% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
25,887
shares
|
$674,356
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
25,881
shares
|
$674,200
0.25% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jul 29, 2025 Q2 2025 |
25,864
shares
|
$673,757
0.07% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
25,760
shares
|
$671,048
0.23% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
25,651
shares
|
$668,208
0.08% of portfolio
|
Q2 2025
Reduced 14.21%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
25,599
shares
|
$666,853
0.13% of portfolio
|
Q2 2025
Reduced 32.48%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
25,577
shares
|
$666,280
0.07% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
25,450
shares
|
$662,972
0.8% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
25,407
shares
|
$661,852
0.23% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
25,289
shares
|
$658,778
0.06% of portfolio
|
Q2 2025
Added 20.85%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
25,273
shares
|
$658,361
0.12% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
25,083
shares
|
$653,412
0.05% of portfolio
|
Q3 2023
Reduced 3.47%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
25,051
shares
|
$652,578
0.13% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
24,855
shares
|
$647,472
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
24,783
shares
|
$645,597
0.33% of portfolio
|
Q2 2025
Added 739.25%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
24,771
shares
|
$645,284
0.12% of portfolio
|
Q2 2025
Added 139.55%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
24,594
shares
|
$640,673
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
24,347
shares
|
$634,239
0.25% of portfolio
|
Q2 2025
Added 26.52%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
24,270
shares
|
$632,233
0.5% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
24,187
shares
|
$630,071
0.02% of portfolio
|
Q2 2025
Reduced 81.72%
|