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 |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,254
shares
|
$215,016
0.07% of portfolio
|
Q2 2022
Added 15.93%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
8,220
shares
|
$214,131
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
8,205
shares
|
$213,740
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
8,200
shares
|
$213,610
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,011
shares
|
$208,686
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
7,854
shares
|
$204,596
0.01% of portfolio
|
Q4 2022
Reduced 4.2%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
7,811
shares
|
$203,476
0.07% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
7,622
shares
|
$198,553
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
7,500
shares
|
$195,375
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,384
shares
|
$192,353
0.05% of portfolio
|
Q1 2022
Added 50.88%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,300
shares
|
$190,165
0.06% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
7,200
shares
|
$187,560
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,113
shares
|
$185,293
0.28% of portfolio
|
Q3 2023
Reduced 70.43%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
6,886
shares
|
$179,380
0.01% of portfolio
|
Q2 2025
Reduced 70.19%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,846
shares
|
$178,338
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
6,636
shares
|
$172,867
0.03% of portfolio
|
Q2 2024
Reduced 38.58%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,608
shares
|
$172,138
0.05% of portfolio
|
Q2 2025
Added 19.21%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
6,597
shares
|
$171,851
0.01% of portfolio
|
Q2 2025
Reduced 40.4%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
6,546
shares
|
$170,523
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,455
shares
|
$168,152
0.13% of portfolio
|
Q3 2023
Reduced 0.19%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,442
shares
|
$167,814
0.04% of portfolio
|
Q1 2022
Added 79.34%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
6,241
shares
|
$162,578
0.05% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,232
shares
|
$162,343
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
6,206
shares
|
$161,666
0.05% of portfolio
|
Q1 2025
Added 2682.96%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
6,107
shares
|
$159,087
0.03% of portfolio
|
Q2 2025
Reduced 0.67%
|