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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
271,426
shares
|
$7.07 Million
3.23% of portfolio
|
Q2 2025
Reduced 19.3%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
270,486
shares
|
$7.05 Million
13.89% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
270,326
shares
|
$7.04 Million
6.41% of portfolio
|
Q2 2025
Reduced 30.32%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
267,073
shares
|
$6.96 Million
3.27% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
263,908
shares
|
$6.87 Million
1.7% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
259,421
shares
|
$6.76 Million
0.48% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
257,657
shares
|
$6.71 Million
1.86% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
257,571
shares
|
$6.71 Million
0.91% of portfolio
|
Q2 2025
Added 87.12%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
251,925
shares
|
$6.56 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
250,611
shares
|
$6.53 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
250,329
shares
|
$6.52 Million
0.18% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
250,064
shares
|
$6.51 Million
0.48% of portfolio
|
Q2 2025
Added 328.45%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
249,841
shares
|
$6.51 Million
0.41% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
247,992
shares
|
$6.46 Million
0.04% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
246,991
shares
|
$6.43 Million
1.68% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
246,977
shares
|
$6.43 Million
1.56% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
245,972
shares
|
$6.41 Million
1.09% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
244,108
shares
|
$6.36 Million
1.67% of portfolio
|
Q2 2025
Reduced 24.36%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
242,746
shares
|
$6.32 Million
1.15% of portfolio
|
Q2 2025
Reduced 19.38%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
240,302
shares
|
$6.26 Million
0.14% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
239,710
shares
|
$6.24 Million
1.85% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
237,483
shares
|
$6.19 Million
0.16% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
237,395
shares
|
$6.18 Million
3.11% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
237,153
shares
|
$6.18 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
235,736
shares
|
$6.14 Million
0.01% of portfolio
|
Q2 2025
Added 662.01%
|