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 |
|---|---|---|---|---|---|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
172,600
shares
|
$4.23 Million
1.86% of portfolio
|
Q4 2022
Added 1.84%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
171,923
shares
|
$4.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 41.4%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
170,824
shares
|
$4.19 Million
3.45% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
168,588
shares
|
$4.13 Million
0.67% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
168,497
shares
|
$4.13 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
168,380
shares
|
$4.13 Million
0.02% of portfolio
|
Q1 2025
Added 70.26%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
168,341
shares
|
$4.12 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
168,188
shares
|
$4.12 Million
0.17% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
167,965
shares
|
$4.12 Million
0.38% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
167,564
shares
|
$4.11 Million
0.17% of portfolio
|
Q1 2025
Added 88.84%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
165,881
shares
|
$4.06 Million
0.15% of portfolio
|
Q4 2024
Added 207.18%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
163,157
shares
|
$4 Million
2.67% of portfolio
|
Q2 2023
Reduced 0.77%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
161,704
shares
|
$3.96 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
158,913
shares
|
$3.89 Million
3.28% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
158,636
shares
|
$3.89 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
156,110
shares
|
$3.82 Million
2.9% of portfolio
|
Q4 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
154,356
shares
|
$3.78 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
153,707
shares
|
$3.77 Million
0.87% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
153,609
shares
|
$3.76 Million
4.91% of portfolio
|
Q4 2024
Added 192.66%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
152,802
shares
|
$3.74 Million
0.69% of portfolio
|
Q2 2025
Reduced 56.82%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
152,478
shares
|
$3.74 Million
2.58% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
152,450
shares
|
$3.74 Million
0.55% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
151,682
shares
|
$3.72 Million
0.76% of portfolio
|
Q1 2025
Added 100.26%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
151,509
shares
|
$3.71 Million
0.03% of portfolio
|
Q2 2025
Added 28.05%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
151,184
shares
|
$3.7 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.69%
|