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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
420,281
shares
|
$10.9 Million
0.5% of portfolio
|
Q3 2022
Added 7.99%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
419,345
shares
|
$10.9 Million
8.69% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
415,673
shares
|
$10.8 Million
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
415,339
shares
|
$10.8 Million
0.75% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
410,182
shares
|
$10.7 Million
5.7% of portfolio
|
Q2 2025
Reduced 38.91%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
405,424
shares
|
$10.6 Million
5.86% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
405,292
shares
|
$10.6 Million
5.62% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
404,893
shares
|
$10.5 Million
0.68% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
402,523
shares
|
$10.5 Million
0.29% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
399,692
shares
|
$10.4 Million
4.56% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
399,549
shares
|
$10.4 Million
0.12% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
398,416
shares
|
$10.4 Million
0.44% of portfolio
|
Q4 2024
Added 188.73%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
392,997
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2025
Added 249.76%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
392,289
shares
|
$10.2 Million
0.24% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
387,519
shares
|
$10.1 Million
0.03% of portfolio
|
Q2 2025
Added 3376.44%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
387,464
shares
|
$10.1 Million
8.42% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Elite Life Management LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
386,853
shares
|
$10.1 Million
24.33% of portfolio
|
Q2 2025
Added 14.59%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
386,635
shares
|
$10.1 Million
1.21% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
386,347
shares
|
$10.1 Million
6.04% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
385,983
shares
|
$10.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
382,862
shares
|
$9.97 Million
0.4% of portfolio
|
Q2 2025
Added 29.28%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
382,262
shares
|
$9.96 Million
3.59% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
382,165
shares
|
$9.96 Million
0.16% of portfolio
|
Q2 2025
Added 103.47%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
378,635
shares
|
$9.86 Million
5.83% of portfolio
|
Q2 2025
Added 18.76%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
378,230
shares
|
$9.85 Million
1.3% of portfolio
|
Q2 2025
Reduced 2.33%
|