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 |
|---|---|---|---|---|---|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
235,333
shares
|
$6.13 Million
2.09% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
230,710
shares
|
$6.01 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
230,410
shares
|
$6 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
230,325
shares
|
$6 Million
0.02% of portfolio
|
Q2 2025
Added 116.46%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
229,386
shares
|
$5.98 Million
2.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Aug 15, 2025 Q2 2025 |
224,267
shares
|
$5.84 Million
4.27% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
223,930
shares
|
$5.83 Million
2.14% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
223,710
shares
|
$5.83 Million
0.4% of portfolio
|
Q2 2025
Added 22.61%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
221,924
shares
|
$5.78 Million
1.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
221,265
shares
|
$5.76 Million
2.12% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
220,148
shares
|
$5.73 Million
0.15% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
219,964
shares
|
$5.73 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
218,534
shares
|
$5.69 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
215,915
shares
|
$5.62 Million
4.57% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
215,145
shares
|
$5.6 Million
2.33% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
213,127
shares
|
$5.55 Million
2.29% of portfolio
|
Q2 2025
Added 14.38%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
212,215
shares
|
$5.53 Million
0.29% of portfolio
|
Q2 2025
Added 71.64%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
209,602
shares
|
$5.46 Million
0.02% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
207,698
shares
|
$5.41 Million
0.97% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
206,214
shares
|
$5.37 Million
2.71% of portfolio
|
Q2 2025
Added 68.59%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
206,159
shares
|
$5.37 Million
2.58% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
206,127
shares
|
$5.37 Million
0.07% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
205,518
shares
|
$5.35 Million
0.0% of portfolio
|
Q2 2025
Added 53.72%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
204,201
shares
|
$5.32 Million
1.79% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
202,214
shares
|
$5.27 Million
0.0% of portfolio
|
Q2 2025
Added 5.99%
|