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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
174
shares
|
$4,532
0.0% of portfolio
|
Q2 2022
Reduced 33.59%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
170
shares
|
$4,428
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
160
shares
|
$4,168
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
159
shares
|
$4,141
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
158
shares
|
$4,115
0.0% of portfolio
|
Q2 2025
Added 83.72%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
150
shares
|
$3,907
0.0% of portfolio
|
Q2 2025
Reduced 54.68%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
144
shares
|
$3,751
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
138
shares
|
$3,594
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
125
shares
|
$3,256
0.0% of portfolio
|
Q2 2025
Reduced 83.93%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
125
shares
|
$3,256
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
120
shares
|
$3,126
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
119
shares
|
$3,099
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
117
shares
|
$3,047
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
108
shares
|
$2,813
0.0% of portfolio
|
Q2 2025
Reduced 93.22%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$2,605
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
87
shares
|
$2,266
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
84
shares
|
$2,188
0.0% of portfolio
|
Q2 2025
Added 236.0%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
69
shares
|
$1,797
0.0% of portfolio
|
Q1 2025
Added 360.0%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
63
shares
|
$1,641
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
58
shares
|
$1,510
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
54
shares
|
$1,406
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
52
shares
|
$1,354
0.0% of portfolio
|
Q4 2024
Added 246.67%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
39
shares
|
$1,015
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
24
shares
|
$625
0.0% of portfolio
|
Q2 2025
Reduced 99.99%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
24
shares
|
$625
0.0% of portfolio
|
Q4 2024
Added 200.0%
|