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 1,498 institutions that hold shares in the stock, with a total of 1.15 Billion shares, which have been reported (via 13F filing form) to have a value of $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
2,206,512
shares
|
$51.4 Million
9.07% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
2,188,744
shares
|
$51 Million
0.74% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
2,128,204
shares
|
$49.6 Million
6.11% of portfolio
|
Q1 2025
Added 159.07%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
2,106,667
shares
|
$49.1 Million
9.21% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,056,879
shares
|
$47.9 Million
1.41% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
2,050,784
shares
|
$47.8 Million
28.24% of portfolio
|
Q1 2025
Added 18.09%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,050,121
shares
|
$47.8 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
2,018,017
shares
|
$47 Million
7.31% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,008,177
shares
|
$46.8 Million
0.96% of portfolio
|
Q1 2025
Added 17679.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,920,131
shares
|
$44.7 Million
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
1,898,727
shares
|
$44.2 Million
3.24% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
1,811,803
shares
|
$42.2 Million
6.7% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
1,809,275
shares
|
$42.2 Million
4.75% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
1,808,499
shares
|
$42.1 Million
13.56% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,803,736
shares
|
$42 Million
7.19% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,757,424
shares
|
$40.9 Million
0.05% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
1,732,970
shares
|
$40.4 Million
13.41% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,620,400
shares
|
$37.8 Million
0.01% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,595,876
shares
|
$37.2 Million
0.67% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,591,429
shares
|
$37.1 Million
0.44% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
1,588,294
shares
|
$37 Million
21.22% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,577,066
shares
|
$36.7 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
1,573,901
shares
|
$36.7 Million
16.67% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
1,559,253
shares
|
$36.3 Million
4.47% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
1,557,037
shares
|
$36.3 Million
9.48% of portfolio
|
Q1 2025
Added 4.04%
|