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 1,498 institutions that hold shares in the stock, with a total of 1.15 Billion shares, which have been reported (via 13F filing form) to have a value of $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
1,508,271
shares
|
$35.1 Million
6.21% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,478,862
shares
|
$34.5 Million
0.04% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Ashford Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,478,563
shares
|
$34.5 Million
8.16% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
1,466,650
shares
|
$34.2 Million
1.14% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
May 12, 2025 Q1 2025 |
1,460,201
shares
|
$34 Million
31.29% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
1,451,704
shares
|
$33.8 Million
7.96% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,443,098
shares
|
$33.6 Million
20.61% of portfolio
|
Q4 2024
Added 219.99%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
1,433,824
shares
|
$33.4 Million
5.28% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
1,433,292
shares
|
$33.4 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
1,430,522
shares
|
$33.3 Million
5.33% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
1,416,693
shares
|
$33 Million
11.5% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
1,392,035
shares
|
$32.4 Million
9.67% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
1,384,775
shares
|
$32.3 Million
1.81% of portfolio
|
Q1 2025
Added 10083.67%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
1,377,799
shares
|
$32.1 Million
12.98% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,365,188
shares
|
$31.8 Million
0.03% of portfolio
|
Q1 2025
Added 88.1%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,361,342
shares
|
$31.7 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
1,357,222
shares
|
$31.6 Million
2.47% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
1,345,303
shares
|
$31.3 Million
6.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fidelis I M, LLC
Medford, OR |
Apr 30, 2025 Q1 2025 |
1,338,998
shares
|
$31.2 Million
13.69% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,334,532
shares
|
$31.1 Million
14.39% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2025 Q1 2025 |
1,324,510
shares
|
$30.9 Million
7.52% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,323,973
shares
|
$30.8 Million
2.29% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
1,321,837
shares
|
$30.8 Million
9.33% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,321,576
shares
|
$30.8 Million
19.06% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,310,049
shares
|
$30.5 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.36%
|