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 |
|---|---|---|---|---|---|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
16,485
shares
|
$403,882
0.1% of portfolio
|
Q1 2025
Reduced 58.07%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
16,392
shares
|
$401,604
0.5% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
16,340
shares
|
$400,330
0.03% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
16,292
shares
|
$399,154
0.22% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
16,198
shares
|
$396,851
0.02% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
16,141
shares
|
$395,454
0.02% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
16,094
shares
|
$394,303
0.02% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
16,066
shares
|
$393,617
0.06% of portfolio
|
Q2 2025
Added 48.86%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
15,921
shares
|
$390,064
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
15,852
shares
|
$388,374
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
15,849
shares
|
$388,300
0.06% of portfolio
|
Q1 2025
Reduced 16.22%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
15,804
shares
|
$387,198
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
15,802
shares
|
$387,149
0.18% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
15,796
shares
|
$387,002
0.02% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
15,711
shares
|
$384,919
0.05% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
15,665
shares
|
$383,792
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
15,613
shares
|
$382,518
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
15,520
shares
|
$380,240
0.31% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
15,518
shares
|
$380,191
0.28% of portfolio
|
Q1 2025
Reduced 20.08%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
15,512
shares
|
$380,044
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
15,397
shares
|
$377,226
0.02% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
15,366
shares
|
$376,467
0.04% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
15,346
shares
|
$375,977
0.03% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
15,342
shares
|
$375,879
0.01% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
15,288
shares
|
$374,556
0.1% of portfolio
|
Q1 2025
Reduced 28.02%
|