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 |
|---|---|---|---|---|---|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
17,541
shares
|
$429,754
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
17,466
shares
|
$427,917
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
17,440
shares
|
$427,280
0.28% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
17,430
shares
|
$427,035
0.07% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
17,418
shares
|
$426,741
0.13% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
17,411
shares
|
$426,569
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
17,336
shares
|
$424,732
0.12% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
17,329
shares
|
$424,560
0.36% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
17,292
shares
|
$423,654
0.05% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
17,214
shares
|
$421,743
0.06% of portfolio
|
Q3 2022
Added 3.97%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
17,192
shares
|
$421,204
0.0% of portfolio
|
Q1 2025
Reduced 28.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
17,191
shares
|
$421,179
0.01% of portfolio
|
Q2 2023
Added 8.85%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
17,100
shares
|
$418,950
0.04% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
17,021
shares
|
$417,014
0.18% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
16,902
shares
|
$414,099
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
16,881
shares
|
$413,584
0.07% of portfolio
|
Q1 2025
Added 41.9%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
16,866
shares
|
$413,217
0.08% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
16,821
shares
|
$412,114
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
16,800
shares
|
$411,600
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
16,718
shares
|
$409,591
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
16,634
shares
|
$407,533
0.12% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
16,584
shares
|
$406,308
0.17% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
16,534
shares
|
$405,083
0.19% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
16,518
shares
|
$404,691
0.0% of portfolio
|
Q4 2024
Added 55.08%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
16,504
shares
|
$404,348
0.03% of portfolio
|
Q1 2025
Reduced 3.19%
|