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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,662
shares
|
$121,445
0.05% of portfolio
|
Q4 2022
Reduced 20.27%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
4,576
shares
|
$119,204
0.05% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,539
shares
|
$118,240
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,528
shares
|
$117,954
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,528
shares
|
$117,954
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,518
shares
|
$117,693
0.05% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
4,500
shares
|
$117,225
0.08% of portfolio
|
Q4 2024
Added 38.89%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
4,500
shares
|
$117,225
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,473
shares
|
$116,521
0.01% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,373
shares
|
$113,916
0.04% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,328
shares
|
$112,744
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
4,306
shares
|
$112,171
0.2% of portfolio
|
Q2 2022
Added 45.82%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
4,300
shares
|
$112,015
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,275
shares
|
$111,363
0.01% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,158
shares
|
$108,315
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,155
shares
|
$108,237
0.01% of portfolio
|
Q1 2024
Reduced 32.31%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,129
shares
|
$107,560
0.1% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
4,041
shares
|
$105,268
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
3,919
shares
|
$102,089
0.05% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
3,837
shares
|
$99,953
0.03% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
3,702
shares
|
$96,437
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
3,651
shares
|
$95,108
0.05% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,624
shares
|
$94,405
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,592
shares
|
$93,571
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
3,570
shares
|
$92,998
0.07% of portfolio
|
Q2 2025
New holding
|