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 1,522 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 $28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
109,369
shares
|
$2.68 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
108,766
shares
|
$2.66 Million
0.91% of portfolio
|
Q1 2024
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
108,731
shares
|
$2.66 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
107,274
shares
|
$2.63 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
106,985
shares
|
$2.62 Million
1.28% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
106,405
shares
|
$2.61 Million
0.01% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
105,341
shares
|
$2.58 Million
0.71% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
103,741
shares
|
$2.54 Million
2.12% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
103,468
shares
|
$2.53 Million
2.1% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
103,099
shares
|
$2.53 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
102,564
shares
|
$2.51 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
102,235
shares
|
$2.5 Million
2.7% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
102,123
shares
|
$2.5 Million
0.29% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
101,180
shares
|
$2.48 Million
0.17% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
101,060
shares
|
$2.48 Million
1.35% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
99,244
shares
|
$2.43 Million
1.33% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
96,825
shares
|
$2.37 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
96,119
shares
|
$2.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
95,672
shares
|
$2.34 Million
0.69% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
95,536
shares
|
$2.34 Million
0.42% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
95,000
shares
|
$2.33 Million
0.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
94,572
shares
|
$2.32 Million
0.26% of portfolio
|
Q4 2024
Added 90.67%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
94,483
shares
|
$2.31 Million
0.13% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
94,377
shares
|
$2.31 Million
1.5% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
94,106
shares
|
$2.31 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.84%
|