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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
11,616
shares
|
$284,592
0.03% of portfolio
|
Q4 2024
Added 210.92%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
11,574
shares
|
$283,563
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
11,567
shares
|
$283,391
0.04% of portfolio
|
Q4 2024
Added 288.81%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
11,478
shares
|
$281,211
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
11,455
shares
|
$280,647
0.3% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
11,443
shares
|
$280,353
0.1% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
11,313
shares
|
$277,168
0.07% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
11,280
shares
|
$276,360
0.12% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Apr 22, 2025 Q1 2025 |
11,217
shares
|
$274,816
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
11,209
shares
|
$274,620
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
11,208
shares
|
$274,596
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
11,190
shares
|
$274,155
0.12% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
11,147
shares
|
$273,101
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
11,006
shares
|
$269,647
0.02% of portfolio
|
Q1 2025
Added 24.95%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
10,948
shares
|
$268,226
0.02% of portfolio
|
Q1 2025
Reduced 25.93%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
10,901
shares
|
$267,074
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
10,872
shares
|
$266,364
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
10,865
shares
|
$266,192
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
10,856
shares
|
$265,972
0.04% of portfolio
|
Q1 2025
Reduced 41.03%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
10,834
shares
|
$265,433
0.06% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
10,784
shares
|
$264,208
0.08% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
10,716
shares
|
$262,542
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
10,703
shares
|
$262,223
0.02% of portfolio
|
Q1 2025
Reduced 27.31%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
10,695
shares
|
$262,027
0.03% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
10,671
shares
|
$261,439
0.09% of portfolio
|
Q1 2025
New holding
|