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 |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
9,381
shares
|
$244,375
0.03% of portfolio
|
Q2 2022
Added 11.68%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
9,369
shares
|
$244,062
0.1% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
9,339
shares
|
$243,280
0.01% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
9,322
shares
|
$242,838
0.12% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jul 29, 2025 Q2 2025 |
9,302
shares
|
$242,317
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
9,300
shares
|
$242,265
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,266
shares
|
$241,379
0.03% of portfolio
|
Q2 2025
Reduced 44.91%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
9,234
shares
|
$240,545
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
9,206
shares
|
$239,816
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
9,183
shares
|
$239,217
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
9,172
shares
|
$238,930
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
9,170
shares
|
$238,878
0.12% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
9,159
shares
|
$238,591
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
9,135
shares
|
$237,966
0.1% of portfolio
|
Q2 2023
Reduced 15.22%
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
9,129
shares
|
$237,810
0.08% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
9,127
shares
|
$237,758
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
9,100
shares
|
$237,055
0.11% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,085
shares
|
$236,664
0.01% of portfolio
|
Q4 2024
Reduced 80.41%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
9,070
shares
|
$236,273
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
9,018
shares
|
$234,918
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
9,003
shares
|
$234,528
0.03% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
8,961
shares
|
$233,434
0.03% of portfolio
|
Q2 2025
Reduced 26.45%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
8,953
shares
|
$233,225
0.04% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
8,897
shares
|
$231,766
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
8,893
shares
|
$231,662
0.02% of portfolio
|
Q2 2025
New holding
|