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 |
---|---|---|---|---|---|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
10,660
shares
|
$261,170
0.07% of portfolio
|
Q2 2025
Reduced 32.19%
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
10,660
shares
|
$261,170
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
|
$261,170
0.23% of portfolio
|
Q2 2025
Added 0.3%
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
10,634
shares
|
$260,533
0.01% of portfolio
|
Q1 2025
New holding
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
10,603
shares
|
$259,773
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
10,590
shares
|
$259,455
0.01% of portfolio
|
Q4 2024
Added 1038.71%
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
10,585
shares
|
$259,332
0.0% of portfolio
|
Q1 2025
Reduced 58.72%
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
10,543
shares
|
$258,303
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
10,535
shares
|
$258,107
0.06% of portfolio
|
Q2 2024
Added 287.03%
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
10,497
shares
|
$257,176
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
10,470
shares
|
$256,515
0.09% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
10,449
shares
|
$256,000
0.07% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
10,346
shares
|
$253,477
0.15% of portfolio
|
Q4 2024
Added 199.97%
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
10,299
shares
|
$252,325
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
10,296
shares
|
$252,252
0.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
10,262
shares
|
$251,419
0.05% of portfolio
|
Q2 2025
New holding
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
10,239
shares
|
$250,855
0.04% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
10,237
shares
|
$250,806
0.01% of portfolio
|
Q1 2025
New holding
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
10,209
shares
|
$250,120
0.11% of portfolio
|
Q1 2025
Added 0.2%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
10,202
shares
|
$249,949
0.03% of portfolio
|
Q1 2025
New holding
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
10,197
shares
|
$249,826
0.16% of portfolio
|
Q4 2024
New holding
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
10,195
shares
|
$249,777
0.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,174
shares
|
$249,263
0.04% of portfolio
|
Q3 2022
New holding
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
10,149
shares
|
$248,650
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
10,108
shares
|
$247,646
0.02% of portfolio
|
Q1 2025
New holding
|