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 |
|---|---|---|---|---|---|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
128,125
shares
|
$3.34 Million
2.32% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
127,936
shares
|
$3.33 Million
0.21% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
127,621
shares
|
$3.32 Million
1.58% of portfolio
|
Q1 2025
Reduced 44.11%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
126,942
shares
|
$3.31 Million
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
126,876
shares
|
$3.31 Million
0.3% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
126,233
shares
|
$3.29 Million
1.29% of portfolio
|
Q2 2025
Added 443.62%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
125,310
shares
|
$3.26 Million
4.56% of portfolio
|
Q2 2022
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
123,243
shares
|
$3.21 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
122,300
shares
|
$3.19 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
122,227
shares
|
$3.18 Million
0.01% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
122,113
shares
|
$3.18 Million
0.18% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
121,112
shares
|
$3.15 Million
0.38% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
120,311
shares
|
$3.13 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
119,737
shares
|
$3.12 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
119,505
shares
|
$3.11 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
119,423
shares
|
$3.11 Million
3.71% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
119,257
shares
|
$3.11 Million
3.27% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
118,781
shares
|
$3.09 Million
1.54% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Flower City Capital
|
Jul 16, 2025 Q2 2025 |
118,752
shares
|
$3.09 Million
1.72% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
118,695
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
117,587
shares
|
$3.06 Million
0.07% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
116,851
shares
|
$3.04 Million
1.88% of portfolio
|
Q4 2023
Reduced 1.94%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Aug 27, 2025 Q2 2025 |
116,293
shares
|
$3.03 Million
1.1% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
116,235
shares
|
$3.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
115,971
shares
|
$3.02 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.45%
|