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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
9,963
shares
|
$259,536
0.01% of portfolio
|
Q4 2024
Added 187.04%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
9,924
shares
|
$258,520
0.06% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
9,884
shares
|
$257,478
0.09% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
9,878
shares
|
$257,321
0.02% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
9,875
shares
|
$257,243
0.03% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
9,859
shares
|
$256,826
0.08% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
9,824
shares
|
$255,915
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
9,822
shares
|
$255,863
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Penney Financial, LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
9,816
shares
|
$255,706
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,807
shares
|
$255,472
0.0% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
9,807
shares
|
$255,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
9,789
shares
|
$255,003
0.02% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
9,735
shares
|
$253,596
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
9,724
shares
|
$253,310
0.08% of portfolio
|
Q2 2025
Reduced 27.52%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
9,657
shares
|
$251,564
0.04% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
9,656
shares
|
$251,538
0.05% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
9,627
shares
|
$250,783
0.05% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
9,582
shares
|
$249,611
0.03% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
9,578
shares
|
$249,506
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Wealth Planning, LLC
|
Aug 07, 2025 Q2 2025 |
9,511
shares
|
$247,761
0.0% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
9,473
shares
|
$246,771
0.04% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
9,466
shares
|
$246,589
0.16% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
9,410
shares
|
$245,130
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,388
shares
|
$244,557
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
9,388
shares
|
$244,557
0.16% of portfolio
|
Q4 2024
Added 200.99%
|