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 |
|---|---|---|---|---|---|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
19,837
shares
|
$516,753
0.18% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
19,832
shares
|
$516,623
0.03% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
19,762
shares
|
$514,800
0.03% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
19,739
shares
|
$514,200
0.09% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
19,647
shares
|
$511,804
0.18% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
19,596
shares
|
$510,475
0.16% of portfolio
|
Q2 2023
Added 26.07%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
19,501
shares
|
$508,001
0.08% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
19,448
shares
|
$506,620
0.19% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
19,393
shares
|
$505,187
0.56% of portfolio
|
Q2 2025
Reduced 94.29%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
19,321
shares
|
$503,312
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
19,316
shares
|
$503,181
0.02% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
19,230
shares
|
$500,941
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
19,013
shares
|
$495,288
0.11% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
18,975
shares
|
$494,298
0.1% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
18,878
shares
|
$491,771
0.03% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
18,834
shares
|
$490,625
0.04% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
18,814
shares
|
$490,104
0.41% of portfolio
|
Q2 2025
Added 39.66%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
18,800
shares
|
$489,740
0.02% of portfolio
|
Q1 2025
Added 34.22%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
18,771
shares
|
$488,984
0.17% of portfolio
|
Q4 2024
Added 206.32%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
18,760
shares
|
$488,698
0.15% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
18,699
shares
|
$487,108
0.11% of portfolio
|
Q2 2025
Reduced 69.65%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,677
shares
|
$486,535
0.04% of portfolio
|
Q4 2024
Added 229.17%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
18,597
shares
|
$484,451
0.04% of portfolio
|
Q2 2025
Reduced 19.06%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
18,545
shares
|
$483,097
0.18% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
18,432
shares
|
$480,153
0.22% of portfolio
|
Q2 2025
Reduced 0.44%
|