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 |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
311,233
shares
|
$8.11 Million
0.17% of portfolio
|
Q2 2025
Added 1171.9%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
310,300
shares
|
$8.08 Million
0.17% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
308,640
shares
|
$8.04 Million
2.14% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
306,154
shares
|
$7.98 Million
3.44% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
305,493
shares
|
$7.96 Million
10.2% of portfolio
|
Q2 2023
Added 101731.0%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
303,145
shares
|
$7.9 Million
0.56% of portfolio
|
Q2 2023
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
301,868
shares
|
$7.86 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
293,323
shares
|
$7.64 Million
2.24% of portfolio
|
Q2 2025
Added 15.6%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
291,669
shares
|
$7.6 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
291,116
shares
|
$7.58 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
290,332
shares
|
$7.56 Million
1.67% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
287,549
shares
|
$7.49 Million
2.2% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
286,388
shares
|
$7.46 Million
0.97% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
285,956
shares
|
$7.45 Million
0.76% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Gpm Growth Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
285,706
shares
|
$7.44 Million
2.89% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
285,400
shares
|
$7.43 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
284,909
shares
|
$7.42 Million
1.29% of portfolio
|
Q2 2025
Added 32.41%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
282,450
shares
|
$7.36 Million
2.1% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
278,875
shares
|
$7.26 Million
0.1% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
278,331
shares
|
$7.25 Million
2.91% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
276,008
shares
|
$7.19 Million
0.14% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
275,207
shares
|
$7.17 Million
0.31% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
274,107
shares
|
$7.14 Million
5.88% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
273,536
shares
|
$7.13 Million
0.51% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
272,680
shares
|
$7.1 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.15%
|