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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
75,845
shares
|
$1.98 Million
0.28% of portfolio
|
Q4 2022
Reduced 7.41%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
75,772
shares
|
$1.97 Million
0.66% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
75,548
shares
|
$1.97 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
75,232
shares
|
$1.96 Million
1.13% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
75,195
shares
|
$1.96 Million
0.61% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
75,099
shares
|
$1.96 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
74,718
shares
|
$1.95 Million
0.22% of portfolio
|
Q2 2025
Reduced 20.99%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
73,902
shares
|
$1.93 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
73,718
shares
|
$1.92 Million
0.99% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
73,464
shares
|
$1.91 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
73,230
shares
|
$1.91 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
73,022
shares
|
$1.9 Million
0.11% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
72,009
shares
|
$1.88 Million
0.2% of portfolio
|
Q2 2025
Added 35.71%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
71,862
shares
|
$1.87 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 08, 2025 Q2 2025 |
71,603
shares
|
$1.87 Million
3.04% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
71,495
shares
|
$1.86 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
70,985
shares
|
$1.85 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
70,305
shares
|
$1.83 Million
0.11% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
69,965
shares
|
$1.82 Million
0.06% of portfolio
|
Q2 2025
Reduced 17.54%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
69,935
shares
|
$1.82 Million
0.06% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
69,678
shares
|
$1.82 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
69,563
shares
|
$1.81 Million
0.91% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
69,405
shares
|
$1.81 Million
0.7% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
69,183
shares
|
$1.8 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
69,071
shares
|
$1.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.99%
|