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 |
|---|---|---|---|---|---|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
115,248
shares
|
$3 Million
1.97% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
114,401
shares
|
$2.98 Million
0.07% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
114,365
shares
|
$2.98 Million
0.75% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
112,700
shares
|
$2.94 Million
0.12% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
111,619
shares
|
$2.91 Million
0.04% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
111,557
shares
|
$2.91 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
111,331
shares
|
$2.9 Million
1.89% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
111,076
shares
|
$2.89 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
110,689
shares
|
$2.88 Million
0.33% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
109,837
shares
|
$2.86 Million
0.14% of portfolio
|
Q3 2022
Added 37.44%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
108,766
shares
|
$2.83 Million
0.91% of portfolio
|
Q1 2024
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
108,687
shares
|
$2.83 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
107,112
shares
|
$2.79 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
107,112
shares
|
$2.79 Million
1.29% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
107,095
shares
|
$2.79 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
106,311
shares
|
$2.77 Million
0.11% of portfolio
|
Q2 2025
Reduced 36.55%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
105,341
shares
|
$2.74 Million
0.71% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
104,618
shares
|
$2.73 Million
1.13% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
103,741
shares
|
$2.7 Million
2.12% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
102,103
shares
|
$2.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Aug 05, 2025 Q2 2025 |
102,081
shares
|
$2.66 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
102,045
shares
|
$2.66 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
101,913
shares
|
$2.65 Million
0.08% of portfolio
|
Q2 2025
Added 308.4%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
101,180
shares
|
$2.64 Million
0.17% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
101,162
shares
|
$2.64 Million
0.12% of portfolio
|
Q2 2025
Added 4.48%
|