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 |
|---|---|---|---|---|---|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
24,639
shares
|
$603,655
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,608
shares
|
$602,896
0.08% of portfolio
|
Q1 2025
Added 334.54%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
24,441
shares
|
$598,804
0.21% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
24,388
shares
|
$597,506
0.53% of portfolio
|
Q1 2025
Reduced 59.62%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
24,270
shares
|
$594,615
0.53% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
23,990
shares
|
$587,755
0.03% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
23,878
shares
|
$585,011
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
23,790
shares
|
$582,855
0.33% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
23,221
shares
|
$568,914
0.25% of portfolio
|
Q1 2025
Reduced 28.39%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
23,106
shares
|
$566,097
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
23,097
shares
|
$565,876
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
22,976
shares
|
$562,912
0.06% of portfolio
|
Q4 2024
Added 197.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
22,876
shares
|
$560,462
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
22,773
shares
|
$557,938
0.05% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
22,482
shares
|
$550,809
0.09% of portfolio
|
Q3 2024
Added 440.17%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
22,371
shares
|
$548,089
0.5% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
22,318
shares
|
$546,791
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
22,286
shares
|
$546,007
0.02% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
22,274
shares
|
$545,713
0.05% of portfolio
|
Q1 2025
Reduced 28.74%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
22,250
shares
|
$545,125
0.12% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
22,206
shares
|
$544,047
0.12% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
22,096
shares
|
$541,352
0.27% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
22,046
shares
|
$540,127
0.32% of portfolio
|
Q1 2025
Added 23.19%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
21,954
shares
|
$537,873
1.16% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
21,941
shares
|
$537,554
0.02% of portfolio
|
Q1 2025
Added 5.0%
|