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 |
|---|---|---|---|---|---|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
12,544
shares
|
$326,771
0.21% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,522
shares
|
$326,198
0.01% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
12,508
shares
|
$325,833
0.09% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
12,501
shares
|
$325,651
0.08% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
12,381
shares
|
$322,525
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
12,336
shares
|
$321,352
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Aug 22, 2025 Q2 2025 |
12,322
shares
|
$320,988
0.2% of portfolio
|
Q2 2025
Added 196.63%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
12,294
shares
|
$320,258
0.2% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
12,290
shares
|
$320,154
0.04% of portfolio
|
Q2 2025
Added 14.69%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12,273
shares
|
$319,711
0.62% of portfolio
|
Q1 2023
Added 111.13%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
12,179
shares
|
$317,262
0.02% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
12,054
shares
|
$314,006
0.05% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
12,049
shares
|
$313,876
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
11,979
shares
|
$312,052
0.05% of portfolio
|
Q2 2025
Reduced 41.09%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
11,952
shares
|
$311,349
0.01% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
11,912
shares
|
$310,307
0.03% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
11,835
shares
|
$308,301
0.07% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
11,802
shares
|
$307,442
0.07% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
11,776
shares
|
$306,764
0.02% of portfolio
|
Q2 2025
Reduced 21.77%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
11,661
shares
|
$303,769
0.03% of portfolio
|
Q2 2025
Reduced 25.56%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
11,616
shares
|
$302,596
0.02% of portfolio
|
Q4 2024
Added 210.92%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
11,601
shares
|
$302,206
0.04% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
11,544
shares
|
$300,721
0.01% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
11,542
shares
|
$300,669
0.02% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
11,478
shares
|
$299,001
0.01% of portfolio
|
Q4 2024
Added 200.0%
|