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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
156,798
shares
|
$4.08 Million
0.17% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
155,532
shares
|
$4.05 Million
0.08% of portfolio
|
Q2 2025
Added 506.79%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
154,799
shares
|
$4.03 Million
0.21% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
154,716
shares
|
$4.03 Million
0.15% of portfolio
|
Q2 2025
Added 23.88%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
153,721
shares
|
$4 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
153,707
shares
|
$4 Million
0.91% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
153,609
shares
|
$4 Million
4.91% of portfolio
|
Q4 2024
Added 192.66%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
152,802
shares
|
$3.98 Million
0.69% of portfolio
|
Q2 2025
Reduced 56.82%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
152,450
shares
|
$3.97 Million
0.55% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
152,216
shares
|
$3.97 Million
0.06% of portfolio
|
Q2 2025
Added 278.44%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
151,666
shares
|
$3.95 Million
0.62% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
151,509
shares
|
$3.95 Million
0.03% of portfolio
|
Q2 2025
Added 28.05%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
151,058
shares
|
$3.94 Million
0.77% of portfolio
|
Q2 2025
Added 279.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
150,787
shares
|
$3.93 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
150,493
shares
|
$3.92 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
150,067
shares
|
$3.91 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
149,253
shares
|
$3.89 Million
3.1% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
148,779
shares
|
$3.88 Million
0.32% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
147,910
shares
|
$3.85 Million
0.01% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
147,570
shares
|
$3.84 Million
0.68% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
147,564
shares
|
$3.84 Million
4.32% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
145,154
shares
|
$3.78 Million
0.09% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
144,542
shares
|
$3.77 Million
0.31% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
144,493
shares
|
$3.76 Million
0.28% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
144,078
shares
|
$3.75 Million
0.67% of portfolio
|
Q2 2025
Added 3.75%
|