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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
219,215
shares
|
$5.37 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
219,121
shares
|
$5.37 Million
0.16% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
216,153
shares
|
$5.3 Million
1.35% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
215,453
shares
|
$5.28 Million
1.15% of portfolio
|
Q1 2025
Added 1794.09%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
215,176
shares
|
$5.27 Million
1.05% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
215,145
shares
|
$5.27 Million
2.33% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
210,008
shares
|
$5.15 Million
2.6% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
209,882
shares
|
$5.14 Million
2.17% of portfolio
|
Q1 2025
Reduced 13.68%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
204,301
shares
|
$5.01 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
203,359
shares
|
$4.98 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
203,239
shares
|
$4.98 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
201,815
shares
|
$4.94 Million
4.13% of portfolio
|
Q1 2025
Added 21.25%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
201,608
shares
|
$4.94 Million
0.05% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
201,394
shares
|
$4.93 Million
0.95% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
200,779
shares
|
$4.92 Million
1.34% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
200,436
shares
|
$4.91 Million
3.37% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
199,610
shares
|
$4.89 Million
0.8% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
195,702
shares
|
$4.79 Million
3.25% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
194,967
shares
|
$4.78 Million
0.9% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
194,688
shares
|
$4.77 Million
0.4% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
194,492
shares
|
$4.77 Million
1.56% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
192,427
shares
|
$4.71 Million
0.02% of portfolio
|
Q1 2025
Reduced 49.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
192,342
shares
|
$4.71 Million
0.22% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
191,869
shares
|
$4.7 Million
2.68% of portfolio
|
Q1 2025
Reduced 2.31%
|