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 |
|---|---|---|---|---|---|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
10,542
shares
|
$274,619
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
10,535
shares
|
$274,436
0.06% of portfolio
|
Q2 2024
Added 287.03%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
10,505
shares
|
$273,655
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
10,497
shares
|
$273,446
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
10,455
shares
|
$272,352
0.02% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
10,449
shares
|
$272,196
0.07% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
10,368
shares
|
$270,086
0.14% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
10,354
shares
|
$269,721
0.21% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
10,351
shares
|
$269,643
0.08% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
10,346
shares
|
$269,513
0.15% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
10,299
shares
|
$268,288
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
10,296
shares
|
$268,210
0.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
10,262
shares
|
$267,325
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Shaker Investments LLC
|
Jul 31, 2025 Q2 2025 |
10,228
shares
|
$266,439
0.1% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
10,206
shares
|
$265,866
0.01% of portfolio
|
Q2 2025
Reduced 33.48%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
10,197
shares
|
$265,631
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
10,195
shares
|
$265,579
0.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
10,176
shares
|
$265,084
0.01% of portfolio
|
Q2 2025
Added 13.83%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,174
shares
|
$265,032
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
10,149
shares
|
$264,381
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
10,116
shares
|
$263,521
0.06% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
10,021
shares
|
$261,047
0.09% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
10,006
shares
|
$260,656
0.04% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
9,978
shares
|
$259,926
0.03% of portfolio
|
Q2 2025
Added 21.56%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
9,968
shares
|
$259,666
0.03% of portfolio
|
Q2 2025
New holding
|