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 |
|---|---|---|---|---|---|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
101,060
shares
|
$2.63 Million
1.35% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
100,598
shares
|
$2.62 Million
0.23% of portfolio
|
Q2 2025
Reduced 21.77%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
100,563
shares
|
$2.62 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
100,406
shares
|
$2.62 Million
0.72% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
100,286
shares
|
$2.61 Million
0.17% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
100,100
shares
|
$2.61 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
99,664
shares
|
$2.6 Million
1.28% of portfolio
|
Q2 2025
Added 28.65%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
99,440
shares
|
$2.59 Million
0.4% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
98,810
shares
|
$2.57 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
97,638
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
96,563
shares
|
$2.52 Million
2.25% of portfolio
|
Q2 2025
New holding
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
96,534
shares
|
$2.51 Million
2.76% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
96,119
shares
|
$2.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
95,711
shares
|
$2.49 Million
0.51% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
94,865
shares
|
$2.47 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
94,377
shares
|
$2.46 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
|
$2.45 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
93,762
shares
|
$2.44 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
93,745
shares
|
$2.44 Million
0.36% of portfolio
|
Q2 2025
Reduced 19.79%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
93,216
shares
|
$2.43 Million
1.01% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
93,013
shares
|
$2.42 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
93,000
shares
|
$2.42 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
92,724
shares
|
$2.42 Million
0.11% of portfolio
|
Q2 2025
Reduced 62.04%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
92,695
shares
|
$2.41 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
92,386
shares
|
$2.41 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.1%
|