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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
84,986
shares
|
$2.21 Million
0.01% of portfolio
|
Q2 2025
Added 125.82%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
84,810
shares
|
$2.21 Million
0.05% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
84,656
shares
|
$2.21 Million
1.31% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Aug 01, 2025 Q2 2025 |
84,637
shares
|
$2.2 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
83,589
shares
|
$2.18 Million
0.27% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
83,571
shares
|
$2.18 Million
1.26% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
82,505
shares
|
$2.15 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
82,388
shares
|
$2.15 Million
0.11% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
82,127
shares
|
$2.14 Million
0.41% of portfolio
|
Q4 2024
Added 1015.86%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
81,736
shares
|
$2.13 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
81,015
shares
|
$2.11 Million
1.06% of portfolio
|
Q1 2025
Reduced 15.62%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
80,118
shares
|
$2.09 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
80,030
shares
|
$2.08 Million
0.13% of portfolio
|
Q1 2025
Added 67.36%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
79,984
shares
|
$2.08 Million
0.73% of portfolio
|
Q2 2025
Added 161.46%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
79,540
shares
|
$2.07 Million
1.07% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
79,392
shares
|
$2.07 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
79,388
shares
|
$2.07 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
79,281
shares
|
$2.07 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
78,284
shares
|
$2.04 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
77,830
shares
|
$2.03 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
77,799
shares
|
$2.03 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
77,080
shares
|
$2.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
77,073
shares
|
$2.01 Million
0.28% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
76,179
shares
|
$1.98 Million
0.78% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
75,937
shares
|
$1.98 Million
0.59% of portfolio
|
Q2 2025
Reduced 49.94%
|