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 |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
6,078
shares
|
$158,331
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
6,073
shares
|
$158,201
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,046
shares
|
$157,498
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,038
shares
|
$157,289
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,000
shares
|
$156,300
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
5,943
shares
|
$154,815
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
5,740
shares
|
$149,527
0.04% of portfolio
|
Q2 2025
Added 231.03%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,600
shares
|
$145,880
0.11% of portfolio
|
Q1 2024
Added 27.27%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,593
shares
|
$145,697
0.0% of portfolio
|
Q2 2024
Added 39.76%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
5,591
shares
|
$145,645
0.07% of portfolio
|
Q4 2022
Reduced 11.69%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,552
shares
|
$144,629
0.0% of portfolio
|
Q3 2022
Added 2.28%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
5,472
shares
|
$142,545
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,401
shares
|
$140,696
0.07% of portfolio
|
Q2 2023
Reduced 20.04%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,336
shares
|
$139,002
0.24% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,287
shares
|
$137,726
0.03% of portfolio
|
Q2 2023
Reduced 3.59%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
5,248
shares
|
$136,710
0.27% of portfolio
|
Q1 2024
Reduced 25.14%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
5,030
shares
|
$131,031
0.06% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
5,025
shares
|
$130,901
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
4,976
shares
|
$129,624
0.01% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
4,905
shares
|
$127,775
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
4,866
shares
|
$126,759
0.03% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
4,854
shares
|
$126,446
0.48% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
4,845
shares
|
$126,212
0.06% of portfolio
|
Q1 2023
Added 2.98%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,761
shares
|
$124,024
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,680
shares
|
$121,914
0.01% of portfolio
|
Q1 2024
Reduced 3.66%
|