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 1,513 institutions that hold shares in the stock, with a total of 1.15 Billion shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
296,158
shares
|
$7.26 Million
0.59% of portfolio
|
Q4 2024
Added 227.43%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
293,323
shares
|
$7.19 Million
2.24% of portfolio
|
Q2 2025
Added 15.6%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
292,036
shares
|
$7.15 Million
0.05% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
291,116
shares
|
$7.13 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
290,084
shares
|
$7.11 Million
2.18% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
285,400
shares
|
$6.99 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
281,140
shares
|
$6.89 Million
5.5% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
280,633
shares
|
$6.88 Million
2.82% of portfolio
|
Q1 2025
Added 53.58%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
280,372
shares
|
$6.87 Million
0.99% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
279,387
shares
|
$6.84 Million
0.75% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
278,943
shares
|
$6.83 Million
2.88% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
276,630
shares
|
$6.78 Million
2.04% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
275,850
shares
|
$6.76 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
270,326
shares
|
$6.62 Million
6.41% of portfolio
|
Q2 2025
Reduced 30.32%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
269,581
shares
|
$6.6 Million
0.29% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
266,142
shares
|
$6.52 Million
1.4% of portfolio
|
Q1 2025
Added 86.39%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
263,908
shares
|
$6.47 Million
1.7% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
263,806
shares
|
$6.46 Million
1.87% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
261,032
shares
|
$6.4 Million
1.77% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
260,642
shares
|
$6.39 Million
0.03% of portfolio
|
Q1 2025
Added 51.32%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
257,855
shares
|
$6.32 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
256,744
shares
|
$6.29 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
256,280
shares
|
$6.28 Million
0.24% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
254,444
shares
|
$6.23 Million
5.39% of portfolio
|
Q1 2025
New holding
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
254,150
shares
|
$6.23 Million
11.86% of portfolio
|
Q1 2025
Added 17.71%
|