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 |
|---|---|---|---|---|---|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
17,329
shares
|
$451,420
0.36% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
17,295
shares
|
$450,534
0.36% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
17,264
shares
|
$449,727
0.03% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
17,259
shares
|
$449,596
0.31% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
17,214
shares
|
$448,424
0.06% of portfolio
|
Q3 2022
Added 3.97%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
17,208
shares
|
$448,268
0.13% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
17,191
shares
|
$447,825
0.01% of portfolio
|
Q2 2023
Added 8.85%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
17,187
shares
|
$447,721
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
17,100
shares
|
$445,455
0.04% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
17,049
shares
|
$444,126
0.0% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
17,021
shares
|
$443,397
0.18% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
16,950
shares
|
$441,547
0.3% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
16,927
shares
|
$440,948
0.09% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
16,914
shares
|
$440,609
0.07% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
16,882
shares
|
$439,776
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
16,840
shares
|
$438,682
0.17% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
16,800
shares
|
$437,640
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
16,694
shares
|
$434,878
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
16,685
shares
|
$434,644
0.13% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
16,580
shares
|
$431,909
0.0% of portfolio
|
Q2 2025
Reduced 44.91%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
16,578
shares
|
$431,856
0.19% of portfolio
|
Q2 2025
Reduced 43.96%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
16,534
shares
|
$430,710
0.0% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
16,485
shares
|
$429,434
0.1% of portfolio
|
Q1 2025
Reduced 58.07%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
16,392
shares
|
$427,011
0.49% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
16,340
shares
|
$425,657
0.03% of portfolio
|
Q3 2024
Added 17.97%
|