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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
7,070,345
shares
|
$184 Million
0.42% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
7,043,915
shares
|
$183 Million
0.06% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
6,335,445
shares
|
$165 Million
17.44% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
6,232,397
shares
|
$162 Million
16.65% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
6,136,147
shares
|
$160 Million
21.83% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
6,043,038
shares
|
$157 Million
1.58% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
5,842,324
shares
|
$152 Million
0.81% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,600,372
shares
|
$146 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
4,887,034
shares
|
$127 Million
1.1% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
4,839,557
shares
|
$126 Million
7.53% of portfolio
|
Q2 2025
Reduced 23.95%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
4,768,037
shares
|
$124 Million
25.99% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,726,458
shares
|
$123 Million
2.94% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
4,703,142
shares
|
$123 Million
23.63% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
4,544,697
shares
|
$118 Million
13.79% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,966,741
shares
|
$103 Million
31.25% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
3,936,702
shares
|
$103 Million
4.62% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
3,895,745
shares
|
$101 Million
7.32% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,792,444
shares
|
$98.8 Million
9.6% of portfolio
|
Q2 2023
Added 7.47%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,679,430
shares
|
$95.8 Million
1.76% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jul 30, 2025 Q2 2025 |
3,664,331
shares
|
$95.5 Million
66.32% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,618,623
shares
|
$94.3 Million
6.97% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,325,833
shares
|
$86.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
3,279,481
shares
|
$85.4 Million
32.23% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
3,242,100
shares
|
$84.5 Million
16.2% of portfolio
|
Q2 2025
Reduced 19.76%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,172,750
shares
|
$82.7 Million
11.78% of portfolio
|
Q4 2023
Reduced 5.15%
|