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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
92,357
shares
|
$2.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
92,240
shares
|
$2.4 Million
0.45% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
91,552
shares
|
$2.38 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
91,506
shares
|
$2.38 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
91,407
shares
|
$2.38 Million
0.43% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
91,241
shares
|
$2.38 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
90,691
shares
|
$2.36 Million
1.31% of portfolio
|
Q2 2025
Reduced 21.42%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
90,673
shares
|
$2.36 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
90,667
shares
|
$2.36 Million
0.65% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
89,805
shares
|
$2.34 Million
0.39% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
89,797
shares
|
$2.34 Million
0.08% of portfolio
|
Q4 2023
Reduced 2.41%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
89,329
shares
|
$2.33 Million
0.05% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Outfitter Financial LLC
|
Aug 06, 2025 Q2 2025 |
88,700
shares
|
$2.31 Million
1.86% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
88,562
shares
|
$2.31 Million
0.26% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
88,444
shares
|
$2.3 Million
0.14% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
88,164
shares
|
$2.3 Million
0.3% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
87,902
shares
|
$2.29 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
87,618
shares
|
$2.28 Million
0.46% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
87,369
shares
|
$2.28 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
86,938
shares
|
$2.26 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
86,557
shares
|
$2.25 Million
0.41% of portfolio
|
Q4 2024
Added 200.98%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
86,372
shares
|
$2.25 Million
0.35% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
86,011
shares
|
$2.24 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
85,608
shares
|
$2.23 Million
0.98% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
85,005
shares
|
$2.21 Million
1.28% of portfolio
|
Q2 2025
Added 0.31%
|