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 |
|---|---|---|---|---|---|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
11,455
shares
|
$298,402
0.3% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
11,443
shares
|
$298,090
0.1% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
11,218
shares
|
$292,228
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Aug 13, 2025 Q2 2025 |
11,217
shares
|
$292,202
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
11,209
shares
|
$291,994
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
11,208
shares
|
$291,968
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,191
shares
|
$291,525
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
11,137
shares
|
$290,118
0.04% of portfolio
|
Q2 2025
Reduced 29.73%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
10,943
shares
|
$285,065
0.02% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
10,937
shares
|
$284,908
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
10,898
shares
|
$283,892
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
10,872
shares
|
$283,215
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
10,856
shares
|
$282,798
0.04% of portfolio
|
Q1 2025
Reduced 41.03%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
10,843
shares
|
$282,460
0.02% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
10,778
shares
|
$280,766
0.01% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
10,721
shares
|
$279,282
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
10,685
shares
|
$278,344
0.09% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
10,662
shares
|
$277,745
0.03% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
10,660
shares
|
$277,693
0.07% of portfolio
|
Q2 2025
Reduced 32.19%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
10,660
shares
|
$277,693
0.07% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
10,660
shares
|
$277,693
0.23% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
10,629
shares
|
$276,885
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
10,604
shares
|
$276,234
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
10,550
shares
|
$274,827
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,546
shares
|
$274,723
0.01% of portfolio
|
Q2 2025
Reduced 24.6%
|