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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
474,816
shares
|
$12.4 Million
0.26% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
473,814
shares
|
$12.3 Million
0.1% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
471,543
shares
|
$12.3 Million
3.3% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
470,392
shares
|
$12.3 Million
11.71% of portfolio
|
Q3 2023
Added 0.9%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
465,081
shares
|
$12.1 Million
0.14% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
464,620
shares
|
$12.1 Million
0.13% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
460,623
shares
|
$12 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
458,386
shares
|
$11.9 Million
0.22% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
457,631
shares
|
$11.9 Million
0.22% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
455,693
shares
|
$11.9 Million
2.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
449,003
shares
|
$11.7 Million
4.21% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
448,281
shares
|
$11.7 Million
5.49% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
445,202
shares
|
$11.6 Million
15.03% of portfolio
|
Q2 2023
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
442,772
shares
|
$11.5 Million
7.26% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
436,456
shares
|
$11.4 Million
2.12% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
435,237
shares
|
$11.3 Million
3.21% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
434,792
shares
|
$11.3 Million
0.31% of portfolio
|
Q2 2025
Added 747.83%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
432,667
shares
|
$11.3 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
432,508
shares
|
$11.3 Million
3.2% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
430,989
shares
|
$11.2 Million
4.16% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
430,465
shares
|
$11.2 Million
1.42% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
428,714
shares
|
$11.2 Million
0.29% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
426,335
shares
|
$11.1 Million
0.44% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
425,566
shares
|
$11.1 Million
3.94% of portfolio
|
Q2 2025
Reduced 88.74%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
424,364
shares
|
$11.1 Million
0.25% of portfolio
|
Q2 2025
Added 21.43%
|