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 1,527 institutions that hold shares in the stock, with a total of 1.15 Billion shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
669
shares
|
$16,664
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
669
shares
|
$16,664
0.01% of portfolio
|
Q1 2025
Added 462.18%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
660
shares
|
$16,440
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
630
shares
|
$15,693
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
627
shares
|
$15,618
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
611
shares
|
$15,220
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
606
shares
|
$15,095
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
600
shares
|
$14,946
0.01% of portfolio
|
Q4 2024
Reduced 30.8%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
507
shares
|
$12,629
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
490
shares
|
$12,205
0.0% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
457
shares
|
$11,383
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
456
shares
|
$11,358
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
450
shares
|
$11,209
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
444
shares
|
$11,060
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
441
shares
|
$10,985
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
427
shares
|
$10,636
0.03% of portfolio
|
Q3 2022
Reduced 18.98%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
417
shares
|
$10,387
0.0% of portfolio
|
Q1 2025
Added 26.36%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
403
shares
|
$10,038
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
360
shares
|
$8,967
0.01% of portfolio
|
Q2 2024
Reduced 48.57%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
331
shares
|
$8,245
0.0% of portfolio
|
Q1 2025
Added 120.67%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
324
shares
|
$8,070
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
303
shares
|
$7,547
0.0% of portfolio
|
Q2 2025
Added 129.55%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
300
shares
|
$7,473
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gpwm LLC
|
Jul 15, 2025 Q2 2025 |
295
shares
|
$7,348
0.0% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
278
shares
|
$6,924
0.01% of portfolio
|
Q4 2022
New holding
|