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 |
|---|---|---|---|---|---|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
19,855
shares
|
$486,447
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
19,808
shares
|
$485,296
0.03% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
19,735
shares
|
$483,507
0.08% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
19,734
shares
|
$483,483
0.08% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
19,729
shares
|
$483,360
0.03% of portfolio
|
Q1 2025
Added 28.73%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
19,606
shares
|
$480,347
0.07% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
19,596
shares
|
$480,102
0.16% of portfolio
|
Q2 2023
Added 26.07%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
19,501
shares
|
$477,774
0.08% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
19,448
shares
|
$476,476
0.19% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
19,393
shares
|
$475,128
0.56% of portfolio
|
Q2 2025
Reduced 94.29%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
19,244
shares
|
$471,478
0.01% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
19,243
shares
|
$471,453
0.19% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
19,225
shares
|
$471,012
0.0% of portfolio
|
Q1 2025
Added 36.7%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
19,145
shares
|
$469,052
0.03% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
19,013
shares
|
$465,818
0.11% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
18,990
shares
|
$465,255
0.17% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
18,929
shares
|
$463,760
0.05% of portfolio
|
Q4 2024
Added 157.05%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
18,814
shares
|
$460,943
0.41% of portfolio
|
Q2 2025
Added 39.66%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
18,800
shares
|
$460,600
0.01% of portfolio
|
Q1 2025
Added 34.22%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
18,771
shares
|
$459,889
0.17% of portfolio
|
Q4 2024
Added 206.32%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
18,760
shares
|
$459,620
0.15% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,677
shares
|
$457,586
0.04% of portfolio
|
Q4 2024
Added 229.17%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
18,536
shares
|
$454,132
0.18% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
18,447
shares
|
$451,951
0.03% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
18,432
shares
|
$451,584
0.22% of portfolio
|
Q2 2025
Reduced 0.44%
|