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 |
|---|---|---|---|---|---|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
21,870
shares
|
$535,815
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
21,804
shares
|
$534,198
0.18% of portfolio
|
Q1 2025
Reduced 17.91%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
21,612
shares
|
$529,494
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,491
shares
|
$526,529
0.1% of portfolio
|
Q4 2022
Reduced 2.75%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
21,371
shares
|
$523,589
0.28% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
21,368
shares
|
$523,516
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
21,126
shares
|
$517,587
0.17% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
21,124
shares
|
$517,538
0.02% of portfolio
|
Q1 2025
Reduced 22.24%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
20,957
shares
|
$513,446
0.12% of portfolio
|
Q4 2024
Added 198.66%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
20,947
shares
|
$513,201
0.07% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
20,879
shares
|
$511,535
0.13% of portfolio
|
Q1 2025
Added 50824.39%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
20,792
shares
|
$509,404
0.04% of portfolio
|
Q1 2025
Added 51.83%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
20,682
shares
|
$506,709
0.23% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
20,677
shares
|
$506,586
0.21% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,614
shares
|
$505,043
0.6% of portfolio
|
Q2 2022
Added 2.58%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
20,598
shares
|
$504,651
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,570
shares
|
$503,965
0.04% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
20,408
shares
|
$499,996
0.0% of portfolio
|
Q2 2022
Reduced 23.71%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
20,335
shares
|
$498,207
0.09% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
20,230
shares
|
$495,635
0.04% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
20,227
shares
|
$495,561
0.28% of portfolio
|
Q1 2025
Added 53.76%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
20,147
shares
|
$493,601
0.13% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
20,071
shares
|
$491,739
0.09% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
20,040
shares
|
$490,980
0.11% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
19,886
shares
|
$487,207
0.31% of portfolio
|
Q2 2025
Added 14.05%
|