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 1.14 Billion shares, which have been reported (via 13F filing form) to have a value of $28.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
278
shares
|
$6,924
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
278
shares
|
$6,924
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
273
shares
|
$6,800
0.0% of portfolio
|
Q1 2025
Added 206.74%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
257
shares
|
$6,401
0.0% of portfolio
|
Q2 2025
Added 256.94%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
253
shares
|
$6,302
0.01% of portfolio
|
Q1 2023
Added 12.44%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
252
shares
|
$6,277
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$6,227
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
243
shares
|
$6,053
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
243
shares
|
$6,053
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
240
shares
|
$5,978
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
237
shares
|
$5,903
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
225
shares
|
$5,604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
222
shares
|
$5,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
198
shares
|
$4,932
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
191
shares
|
$4,757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
174
shares
|
$4,334
0.0% of portfolio
|
Q2 2022
Reduced 33.59%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
159
shares
|
$3,960
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
158
shares
|
$3,935
0.0% of portfolio
|
Q2 2025
Added 83.72%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
149
shares
|
$3,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
144
shares
|
$3,587
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
138
shares
|
$3,437
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
125
shares
|
$3,113
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
120
shares
|
$2,989
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
119
shares
|
$2,964
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
117
shares
|
$2,914
0.0% of portfolio
|
Q4 2024
Added 200.0%
|