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 |
---|---|---|---|---|---|
Bennett Selby Investments LP
|
Jul 17, 2025 Q2 2025 |
12,612
shares
|
$308,994
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
12,610
shares
|
$308,945
0.08% of portfolio
|
Q1 2025
Reduced 30.62%
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
12,600
shares
|
$308,700
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
12,560
shares
|
$307,720
0.13% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
12,544
shares
|
$307,328
0.01% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
12,544
shares
|
$307,328
0.21% of portfolio
|
Q2 2025
Added 1.41%
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
12,501
shares
|
$306,274
0.08% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
12,391
shares
|
$303,579
0.03% of portfolio
|
Q1 2025
Added 17.17%
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
12,381
shares
|
$303,334
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
12,359
shares
|
$302,795
0.08% of portfolio
|
Q1 2025
Added 3222.31%
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
12,336
shares
|
$302,232
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
12,294
shares
|
$301,203
0.2% of portfolio
|
Q1 2025
Added 7.3%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12,273
shares
|
$300,688
0.62% of portfolio
|
Q1 2023
Added 111.13%
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
12,230
shares
|
$299,635
0.03% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
12,183
shares
|
$298,483
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,120
shares
|
$296,940
0.01% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
12,100
shares
|
$296,450
0.26% of portfolio
|
Q1 2025
Added 1.17%
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
12,056
shares
|
$295,372
0.21% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
12,008
shares
|
$294,196
0.01% of portfolio
|
Q1 2025
Added 10.28%
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
11,988
shares
|
$293,706
0.06% of portfolio
|
Q4 2024
New holding
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
11,912
shares
|
$291,844
0.03% of portfolio
|
Q2 2025
Added 2.44%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
11,903
shares
|
$291,623
0.06% of portfolio
|
Q1 2025
New holding
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
11,835
shares
|
$289,957
0.07% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
11,768
shares
|
$288,316
0.07% of portfolio
|
Q1 2025
New holding
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
11,628
shares
|
$284,886
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|