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 |
---|---|---|---|---|---|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
13,946
shares
|
$341,677
0.05% of portfolio
|
Q1 2025
Reduced 24.21%
|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
13,937
shares
|
$341,456
0.22% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
13,901
shares
|
$340,574
0.04% of portfolio
|
Q4 2024
Added 199.98%
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
13,856
shares
|
$339,472
0.25% of portfolio
|
Q1 2025
Added 4.33%
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
13,853
shares
|
$339,398
0.03% of portfolio
|
Q4 2024
Added 199.98%
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
13,812
shares
|
$338,394
0.09% of portfolio
|
Q1 2025
Added 0.13%
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
13,800
shares
|
$338,100
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
13,789
shares
|
$337,830
0.21% of portfolio
|
Q1 2025
Added 0.23%
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
13,776
shares
|
$337,512
0.39% of portfolio
|
Q1 2022
Added 100.0%
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
13,756
shares
|
$337,022
0.11% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13,676
shares
|
$335,062
0.18% of portfolio
|
Q2 2022
Reduced 74.9%
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
13,623
shares
|
$333,763
0.08% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
13,590
shares
|
$332,955
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
13,584
shares
|
$332,808
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
13,564
shares
|
$332,318
0.09% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
13,551
shares
|
$331,999
0.08% of portfolio
|
Q2 2025
Added 0.21%
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
13,521
shares
|
$331,264
0.04% of portfolio
|
Q2 2025
New holding
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
13,517
shares
|
$331,166
0.0% of portfolio
|
Q2 2025
Added 19.88%
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
13,457
shares
|
$329,696
0.02% of portfolio
|
Q1 2025
Reduced 87.76%
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
13,433
shares
|
$329,108
0.48% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
13,412
shares
|
$328,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
13,332
shares
|
$326,634
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
13,320
shares
|
$326,340
0.01% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
13,320
shares
|
$326,340
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
13,278
shares
|
$325,311
0.02% of portfolio
|
Q1 2025
Reduced 23.49%
|