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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
190,794
shares
|
$4.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
189,024
shares
|
$4.63 Million
1.19% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
188,634
shares
|
$4.62 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
187,995
shares
|
$4.61 Million
0.37% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
187,825
shares
|
$4.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
186,508
shares
|
$4.57 Million
0.58% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Eagle Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
186,329
shares
|
$4.57 Million
1.82% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
185,082
shares
|
$4.53 Million
2.14% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
185,031
shares
|
$4.53 Million
1.92% of portfolio
|
Q1 2025
Added 27.32%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
184,877
shares
|
$4.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
183,614
shares
|
$4.5 Million
0.11% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
182,839
shares
|
$4.48 Million
1.48% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
182,759
shares
|
$4.48 Million
0.18% of portfolio
|
Q4 2024
Added 200.24%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
182,462
shares
|
$4.47 Million
0.32% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
181,124
shares
|
$4.44 Million
0.63% of portfolio
|
Q1 2025
Reduced 45.5%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
180,221
shares
|
$4.42 Million
2.03% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
179,668
shares
|
$4.4 Million
2.19% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
178,446
shares
|
$4.37 Million
0.11% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
176,935
shares
|
$4.33 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
176,551
shares
|
$4.33 Million
1.9% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Asset Planning Services Inc
|
Jun 09, 2025 Q1 2025 |
176,410
shares
|
$4.32 Million
1.98% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
176,231
shares
|
$4.32 Million
1.76% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
175,006
shares
|
$4.29 Million
0.72% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
173,887
shares
|
$4.26 Million
0.05% of portfolio
|
Q1 2025
Reduced 49.33%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
173,031
shares
|
$4.24 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.02%
|