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 |
|---|---|---|---|---|---|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
16,292
shares
|
$424,406
0.22% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
16,207
shares
|
$422,192
0.02% of portfolio
|
Q2 2025
Reduced 59.86%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
16,167
shares
|
$421,150
0.09% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
16,141
shares
|
$420,473
0.02% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
16,114
shares
|
$419,769
0.06% of portfolio
|
Q2 2025
Reduced 23.07%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
16,104
shares
|
$419,509
0.03% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
16,066
shares
|
$418,519
0.06% of portfolio
|
Q2 2025
Added 48.86%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
15,868
shares
|
$413,361
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
15,864
shares
|
$413,257
0.05% of portfolio
|
Q2 2025
Reduced 19.61%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
15,852
shares
|
$412,944
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
15,686
shares
|
$408,620
0.05% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
15,613
shares
|
$406,718
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
15,566
shares
|
$405,494
0.31% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
15,522
shares
|
$404,348
0.11% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
15,491
shares
|
$403,540
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
15,346
shares
|
$399,763
0.03% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
15,322
shares
|
$399,138
0.05% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
15,288
shares
|
$398,252
0.11% of portfolio
|
Q1 2025
Reduced 28.02%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
15,285
shares
|
$398,174
0.15% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
15,240
shares
|
$397,002
0.05% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
15,184
shares
|
$395,543
0.02% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
15,000
shares
|
$390,750
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
14,901
shares
|
$388,171
0.27% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
14,887
shares
|
$387,806
0.03% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
14,802
shares
|
$385,592
0.08% of portfolio
|
Q2 2025
Reduced 35.16%
|