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 1,522 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 $28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
249,841
shares
|
$6.12 Million
0.41% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
246,991
shares
|
$6.05 Million
1.68% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
246,977
shares
|
$6.05 Million
1.56% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
245,972
shares
|
$6.03 Million
1.09% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
244,284
shares
|
$5.98 Million
0.19% of portfolio
|
Q4 2024
Added 120.11%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
244,139
shares
|
$5.98 Million
0.31% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
244,108
shares
|
$5.98 Million
1.67% of portfolio
|
Q2 2025
Reduced 24.36%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
242,746
shares
|
$5.95 Million
1.15% of portfolio
|
Q2 2025
Reduced 19.38%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
241,088
shares
|
$5.91 Million
1.79% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
238,674
shares
|
$5.85 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
237,153
shares
|
$5.81 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
236,539
shares
|
$5.8 Million
2.01% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
235,878
shares
|
$5.78 Million
2.2% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
235,730
shares
|
$5.78 Million
0.15% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
235,333
shares
|
$5.77 Million
2.09% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
234,901
shares
|
$5.76 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
231,762
shares
|
$5.68 Million
0.18% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
230,336
shares
|
$5.64 Million
1.1% of portfolio
|
Q1 2025
Reduced 25.38%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
227,234
shares
|
$5.57 Million
0.04% of portfolio
|
Q1 2025
Added 29.47%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
225,692
shares
|
$5.53 Million
4.1% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
224,773
shares
|
$5.51 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
224,322
shares
|
$5.5 Million
0.07% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
223,930
shares
|
$5.49 Million
2.14% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
May 15, 2025 Q1 2025 |
221,739
shares
|
$5.43 Million
3.88% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
221,673
shares
|
$5.43 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.58%
|