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 1,499 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 $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
1,305,567
shares
|
$30.4 Million
5.24% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
1,292,859
shares
|
$30.1 Million
0.19% of portfolio
|
Q1 2025
Added 131.44%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,282,070
shares
|
$29.9 Million
4.39% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
1,271,226
shares
|
$29.6 Million
15.94% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,260,901
shares
|
$29.4 Million
2.3% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
1,245,576
shares
|
$29 Million
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
1,231,419
shares
|
$28.7 Million
2.38% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
1,230,874
shares
|
$28.7 Million
6.68% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
1,204,879
shares
|
$28.1 Million
13.05% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
1,197,841
shares
|
$27.9 Million
12.63% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
1,185,982
shares
|
$27.6 Million
20.81% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
1,163,186
shares
|
$27.1 Million
15.94% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
1,155,407
shares
|
$26.9 Million
13.73% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
1,154,808
shares
|
$26.9 Million
8.55% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
1,151,312
shares
|
$26.8 Million
5.06% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,149,723
shares
|
$26.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
1,145,220
shares
|
$26.7 Million
5.75% of portfolio
|
Q1 2025
Reduced 37.33%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
1,137,768
shares
|
$26.5 Million
5.04% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
1,134,415
shares
|
$26.4 Million
0.8% of portfolio
|
Q1 2025
Reduced 24.26%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,133,017
shares
|
$26.4 Million
2.33% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
1,129,988
shares
|
$26.3 Million
3.07% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
1,112,544
shares
|
$25.9 Million
16.64% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Searcy Financial Services Inc
|
Apr 17, 2025 Q1 2025 |
1,088,857
shares
|
$25.4 Million
10.38% of portfolio
|
Q1 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,081,957
shares
|
$25.2 Million
8.26% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
1,080,638
shares
|
$25.2 Million
6.83% of portfolio
|
Q1 2025
Reduced 3.48%
|