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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
2,141
shares
|
$55,773
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
2,136
shares
|
$55,642
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
2,125
shares
|
$55,356
0.02% of portfolio
|
Q2 2025
Reduced 65.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
2,123
shares
|
$55,304
0.02% of portfolio
|
Q4 2024
Added 199.86%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
2,112
shares
|
$55,017
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
2,100
shares
|
$54,705
0.01% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
2,031
shares
|
$52,907
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,028
shares
|
$52,829
0.03% of portfolio
|
Q2 2023
Reduced 60.5%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
2,025
shares
|
$52,751
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1,967
shares
|
$51,240
0.01% of portfolio
|
Q2 2025
Reduced 20.94%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
1,943
shares
|
$50,615
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,892
shares
|
$49,286
0.04% of portfolio
|
Q4 2022
Added 169.13%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,878
shares
|
$48,921
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,859
shares
|
$48,426
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,836
shares
|
$47,827
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,764
shares
|
$45,952
0.0% of portfolio
|
Q2 2025
Reduced 18.78%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,749
shares
|
$45,561
0.01% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,729
shares
|
$45,040
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,680
shares
|
$43,764
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,630
shares
|
$42,461
0.04% of portfolio
|
Q1 2025
Added 864.5%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,560
shares
|
$40,638
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,546
shares
|
$40,273
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,524
shares
|
$39,700
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,481
shares
|
$38,580
0.0% of portfolio
|
Q1 2025
Reduced 95.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,453
shares
|
$37,850
0.01% of portfolio
|
Q2 2023
Reduced 20.16%
|