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 |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
201,943
shares
|
$5.26 Million
3.56% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
199,610
shares
|
$5.2 Million
0.8% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
198,879
shares
|
$5.18 Million
0.02% of portfolio
|
Q4 2024
Added 28.63%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
197,229
shares
|
$5.14 Million
1.06% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
196,736
shares
|
$5.12 Million
1.42% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
196,286
shares
|
$5.11 Million
2.97% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
194,411
shares
|
$5.06 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
192,239
shares
|
$5.01 Million
1.76% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
191,864
shares
|
$5 Million
0.02% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
191,297
shares
|
$4.98 Million
1.73% of portfolio
|
Q2 2025
Reduced 26.72%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
189,182
shares
|
$4.93 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
189,024
shares
|
$4.92 Million
1.19% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
187,840
shares
|
$4.89 Million
1.23% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
187,747
shares
|
$4.89 Million
3.65% of portfolio
|
Q2 2025
Reduced 44.82%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
187,677
shares
|
$4.89 Million
0.01% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
187,157
shares
|
$4.88 Million
3.27% of portfolio
|
Q2 2025
Reduced 17.07%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
187,049
shares
|
$4.87 Million
0.54% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
186,499
shares
|
$4.86 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
186,356
shares
|
$4.85 Million
0.84% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
185,379
shares
|
$4.83 Million
2.42% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
185,345
shares
|
$4.83 Million
2.47% of portfolio
|
Q2 2025
Added 222.69%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
185,343
shares
|
$4.83 Million
0.37% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
184,981
shares
|
$4.82 Million
2.15% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
183,614
shares
|
$4.78 Million
0.11% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
182,839
shares
|
$4.76 Million
1.48% of portfolio
|
Q2 2025
Reduced 2.74%
|