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 |
|---|---|---|---|---|---|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
8,478
shares
|
$207,711
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
8,469
shares
|
$207,490
0.03% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
8,416
shares
|
$206,192
0.0% of portfolio
|
Q2 2025
Reduced 54.72%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,254
shares
|
$202,223
0.07% of portfolio
|
Q2 2022
Added 15.93%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
8,220
shares
|
$201,390
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
8,208
shares
|
$201,096
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
8,058
shares
|
$197,421
0.11% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,011
shares
|
$196,269
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
7,854
shares
|
$192,423
0.01% of portfolio
|
Q4 2022
Reduced 4.2%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
7,811
shares
|
$191,369
0.07% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
7,500
shares
|
$183,750
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,384
shares
|
$180,908
0.05% of portfolio
|
Q1 2022
Added 50.88%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
7,367
shares
|
$180,491
0.06% of portfolio
|
Q1 2025
Reduced 16.33%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
7,200
shares
|
$176,400
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
7,154
shares
|
$175,273
0.02% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,113
shares
|
$174,268
0.28% of portfolio
|
Q3 2023
Reduced 70.43%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,846
shares
|
$167,727
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
6,759
shares
|
$165,595
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
6,636
shares
|
$162,582
0.03% of portfolio
|
Q2 2024
Reduced 38.58%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,608
shares
|
$161,896
0.05% of portfolio
|
Q2 2025
Added 19.21%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
6,597
shares
|
$161,626
0.01% of portfolio
|
Q2 2025
Reduced 40.4%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
6,546
shares
|
$160,377
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,455
shares
|
$158,147
0.13% of portfolio
|
Q3 2023
Reduced 0.19%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,442
shares
|
$157,829
0.04% of portfolio
|
Q1 2022
Added 79.34%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
6,241
shares
|
$152,904
0.06% of portfolio
|
Q1 2025
Reduced 11.55%
|