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 |
|---|---|---|---|---|---|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
3,453
shares
|
$89,950
0.02% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
3,312
shares
|
$86,277
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,116
shares
|
$81,171
0.01% of portfolio
|
Q2 2023
Reduced 37.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,071
shares
|
$79,999
0.01% of portfolio
|
Q2 2025
Reduced 25.75%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,060
shares
|
$79,713
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
3,000
shares
|
$78,150
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
2,943
shares
|
$76,665
0.01% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
2,739
shares
|
$71,350
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,730
shares
|
$71,116
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
2,728
shares
|
$71,064
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
2,728
shares
|
$71,064
0.06% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,721
shares
|
$70,882
0.0% of portfolio
|
Q1 2025
Reduced 52.78%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
2,688
shares
|
$70,022
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,665
shares
|
$69,423
0.01% of portfolio
|
Q1 2025
Added 227.4%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
2,665
shares
|
$69,423
0.01% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
2,633
shares
|
$68,589
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,628
shares
|
$68,459
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
2,567
shares
|
$66,870
0.04% of portfolio
|
Q2 2025
Reduced 40.52%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
2,529
shares
|
$65,880
0.08% of portfolio
|
Q2 2022
Reduced 12.91%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
2,509
shares
|
$65,359
0.01% of portfolio
|
Q2 2025
Added 1844.96%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
2,453
shares
|
$63,900
0.02% of portfolio
|
Q1 2025
Reduced 17.55%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
2,448
shares
|
$63,770
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
2,442
shares
|
$63,614
0.04% of portfolio
|
Q4 2024
Added 170.73%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
2,349
shares
|
$61,191
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,262
shares
|
$58,925
0.08% of portfolio
|
Q3 2024
New holding
|