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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
70,617
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Added 59.86%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
69,935
shares
|
$1.71 Million
0.06% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
69,678
shares
|
$1.71 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
69,563
shares
|
$1.7 Million
0.91% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
69,406
shares
|
$1.7 Million
1.29% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
69,224
shares
|
$1.7 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
69,183
shares
|
$1.69 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
68,586
shares
|
$1.68 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
68,460
shares
|
$1.68 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
68,040
shares
|
$1.67 Million
0.1% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
67,989
shares
|
$1.67 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
67,983
shares
|
$1.67 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
67,668
shares
|
$1.66 Million
0.31% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
67,498
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
67,147
shares
|
$1.65 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
67,000
shares
|
$1.64 Million
0.11% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
66,787
shares
|
$1.64 Million
1.32% of portfolio
|
Q1 2023
Added 1.97%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
66,265
shares
|
$1.62 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
66,021
shares
|
$1.62 Million
0.19% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
65,910
shares
|
$1.61 Million
0.12% of portfolio
|
Q4 2023
Added 12.65%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
65,658
shares
|
$1.61 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
65,455
shares
|
$1.6 Million
0.04% of portfolio
|
Q4 2024
Added 139.31%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
65,078
shares
|
$1.59 Million
1.36% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
64,743
shares
|
$1.59 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
64,699
shares
|
$1.59 Million
0.75% of portfolio
|
Q2 2025
Added 1.13%
|