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 |
|---|---|---|---|---|---|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
94,089
shares
|
$2.31 Million
0.39% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
94,067
shares
|
$2.3 Million
0.29% of portfolio
|
Q1 2025
Added 77.93%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
94,056
shares
|
$2.3 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
93,762
shares
|
$2.3 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
93,413
shares
|
$2.29 Million
0.66% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
93,216
shares
|
$2.28 Million
1.01% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
93,095
shares
|
$2.28 Million
0.48% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
93,000
shares
|
$2.28 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
92,827
shares
|
$2.27 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
91,618
shares
|
$2.24 Million
1.13% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
91,506
shares
|
$2.24 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
90,673
shares
|
$2.22 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
90,599
shares
|
$2.22 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
89,805
shares
|
$2.2 Million
0.39% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
89,797
shares
|
$2.2 Million
0.08% of portfolio
|
Q4 2023
Reduced 2.41%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
88,444
shares
|
$2.17 Million
0.14% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
88,328
shares
|
$2.16 Million
0.26% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
88,164
shares
|
$2.16 Million
0.3% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
88,055
shares
|
$2.16 Million
0.5% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
87,902
shares
|
$2.15 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
87,726
shares
|
$2.15 Million
0.24% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
87,437
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
87,273
shares
|
$2.14 Million
0.11% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
87,147
shares
|
$2.14 Million
0.38% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
86,807
shares
|
$2.13 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.25%
|