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 |
|---|---|---|---|---|---|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
13,275
shares
|
$325,237
0.02% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
13,266
shares
|
$325,017
0.41% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
13,228
shares
|
$324,086
0.29% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
13,220
shares
|
$323,890
0.28% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
13,107
shares
|
$321,121
0.0% of portfolio
|
Q1 2025
Reduced 16.51%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
13,090
shares
|
$320,705
0.21% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
13,051
shares
|
$319,749
0.34% of portfolio
|
Q2 2025
Reduced 30.3%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
13,041
shares
|
$319,504
0.11% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
12,973
shares
|
$317,838
0.14% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
12,945
shares
|
$317,152
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
12,943
shares
|
$317,103
0.09% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
12,894
shares
|
$315,903
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
12,864
shares
|
$315,168
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
12,842
shares
|
$314,629
0.04% of portfolio
|
Q1 2025
Added 20.06%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
12,808
shares
|
$313,796
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
12,767
shares
|
$312,791
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
12,765
shares
|
$312,742
1.03% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
12,759
shares
|
$312,595
0.02% of portfolio
|
Q1 2025
Added 22.04%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
12,756
shares
|
$312,522
0.0% of portfolio
|
Q4 2024
Added 200.28%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
12,725
shares
|
$311,762
0.03% of portfolio
|
Q1 2025
Added 28.42%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
12,711
shares
|
$311,419
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,707
shares
|
$311,321
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
12,690
shares
|
$310,905
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
12,678
shares
|
$310,611
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,634
shares
|
$309,533
0.12% of portfolio
|
Q1 2023
Reduced 1.19%
|