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 |
|---|---|---|---|---|---|
|
Diversified Investment Strategies, LLC
|
Jul 28, 2025 Q2 2025 |
13,067
shares
|
$340,395
0.22% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
13,051
shares
|
$339,978
0.34% of portfolio
|
Q2 2025
Reduced 30.3%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
13,043
shares
|
$339,770
0.09% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
13,035
shares
|
$339,561
0.04% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
13,016
shares
|
$339,066
0.12% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
12,973
shares
|
$337,946
0.14% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
12,951
shares
|
$337,373
0.03% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
12,945
shares
|
$337,217
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 24, 2025 Q2 2025 |
12,906
shares
|
$336,201
0.33% of portfolio
|
Q2 2025
Reduced 47.08%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
12,887
shares
|
$335,706
0.03% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
12,873
shares
|
$335,341
0.02% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
12,864
shares
|
$335,107
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
12,786
shares
|
$333,075
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
12,767
shares
|
$332,580
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
12,765
shares
|
$332,528
1.03% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
12,734
shares
|
$331,720
0.03% of portfolio
|
Q2 2025
Added 78.0%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
12,711
shares
|
$331,121
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,707
shares
|
$331,017
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
12,690
shares
|
$330,574
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
12,678
shares
|
$330,261
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
12,649
shares
|
$329,506
0.03% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,634
shares
|
$329,115
0.12% of portfolio
|
Q1 2023
Reduced 1.19%
|
|
|
Bennett Selby Investments LP
|
Jul 17, 2025 Q2 2025 |
12,612
shares
|
$328,542
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
12,600
shares
|
$328,230
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
12,560
shares
|
$327,188
0.13% of portfolio
|
Q1 2025
Reduced 1.95%
|