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 |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
143,349
shares
|
$3.73 Million
2.85% of portfolio
|
Q2 2025
Added 38.54%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
142,624
shares
|
$3.72 Million
0.56% of portfolio
|
Q2 2025
Reduced 21.26%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
142,148
shares
|
$3.7 Million
0.04% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
139,125
shares
|
$3.62 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
136,450
shares
|
$3.55 Million
3.29% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
136,312
shares
|
$3.55 Million
0.05% of portfolio
|
Q2 2025
Reduced 39.36%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
136,102
shares
|
$3.55 Million
0.13% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
136,023
shares
|
$3.54 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
135,058
shares
|
$3.52 Million
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
135,020
shares
|
$3.52 Million
0.2% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
134,920
shares
|
$3.51 Million
0.6% of portfolio
|
Q2 2025
Added 141.71%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
134,726
shares
|
$3.51 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
134,651
shares
|
$3.51 Million
0.94% of portfolio
|
Q2 2025
Added 35.39%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
133,130
shares
|
$3.47 Million
0.11% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
133,032
shares
|
$3.47 Million
0.27% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
131,390
shares
|
$3.42 Million
0.82% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
131,035
shares
|
$3.41 Million
1.2% of portfolio
|
Q2 2025
Reduced 50.77%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
130,640
shares
|
$3.4 Million
2.15% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
130,566
shares
|
$3.4 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
130,519
shares
|
$3.4 Million
1.7% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
130,380
shares
|
$3.4 Million
2.19% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
129,371
shares
|
$3.37 Million
0.06% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
129,200
shares
|
$3.37 Million
1.5% of portfolio
|
Q3 2022
Reduced 0.93%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
129,121
shares
|
$3.36 Million
3.14% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
128,511
shares
|
$3.35 Million
0.13% of portfolio
|
Q2 2025
Added 0.6%
|