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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
557,853
shares
|
$14.5 Million
0.43% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
551,647
shares
|
$14.4 Million
0.19% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
547,423
shares
|
$14.3 Million
6.32% of portfolio
|
Q2 2025
Added 1017.44%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
545,608
shares
|
$14.2 Million
7.81% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
544,471
shares
|
$14.2 Million
0.29% of portfolio
|
Q2 2025
Added 167.9%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
541,186
shares
|
$14.1 Million
3.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
541,026
shares
|
$14.1 Million
1.79% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
532,143
shares
|
$13.9 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
530,828
shares
|
$13.8 Million
1.51% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
525,977
shares
|
$13.7 Million
6.66% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
524,647
shares
|
$13.7 Million
1.96% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
521,086
shares
|
$13.6 Million
6.26% of portfolio
|
Q1 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
520,886
shares
|
$13.6 Million
2.45% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
519,373
shares
|
$13.5 Million
8.46% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
516,357
shares
|
$13.5 Million
0.22% of portfolio
|
Q2 2025
Added 26.8%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
510,633
shares
|
$13.3 Million
5.6% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Aug 08, 2025 Q2 2025 |
507,238
shares
|
$13.2 Million
2.37% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
506,933
shares
|
$13.2 Million
0.35% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
506,127
shares
|
$13.2 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
503,185
shares
|
$13.1 Million
1.99% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
499,783
shares
|
$13 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
494,551
shares
|
$12.9 Million
1.75% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
492,590
shares
|
$12.8 Million
0.14% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
487,620
shares
|
$12.7 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
484,915
shares
|
$12.6 Million
0.28% of portfolio
|
Q2 2025
Added 2373.3%
|