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 |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
182,759
shares
|
$4.76 Million
0.18% of portfolio
|
Q4 2024
Added 200.24%
|
|
|
Asset Planning Services Inc
|
Jul 22, 2025 Q2 2025 |
182,475
shares
|
$4.75 Million
2.05% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
180,462
shares
|
$4.7 Million
0.07% of portfolio
|
Q2 2025
Added 247.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
180,361
shares
|
$4.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.8%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
180,221
shares
|
$4.69 Million
2.03% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
179,668
shares
|
$4.68 Million
2.19% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
178,884
shares
|
$4.66 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
175,006
shares
|
$4.56 Million
0.72% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
173,468
shares
|
$4.52 Million
1.86% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
173,031
shares
|
$4.51 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
172,600
shares
|
$4.5 Million
1.86% of portfolio
|
Q4 2022
Added 1.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
171,845
shares
|
$4.48 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
170,824
shares
|
$4.45 Million
3.45% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
168,339
shares
|
$4.39 Million
2.81% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
168,194
shares
|
$4.38 Million
0.18% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
168,170
shares
|
$4.38 Million
1.99% of portfolio
|
Q2 2025
Added 30.49%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
167,965
shares
|
$4.38 Million
0.38% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
167,407
shares
|
$4.36 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
163,843
shares
|
$4.27 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
163,157
shares
|
$4.25 Million
2.67% of portfolio
|
Q2 2023
Reduced 0.77%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
161,704
shares
|
$4.21 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
161,631
shares
|
$4.21 Million
3.53% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
159,817
shares
|
$4.16 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
158,153
shares
|
$4.12 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
157,231
shares
|
$4.1 Million
2.09% of portfolio
|
Q2 2025
Added 6.45%
|