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 |
|---|---|---|---|---|---|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
68,586
shares
|
$1.79 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
68,151
shares
|
$1.78 Million
1.31% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
68,040
shares
|
$1.77 Million
0.1% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
67,989
shares
|
$1.77 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
67,983
shares
|
$1.77 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
67,929
shares
|
$1.77 Million
0.41% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
67,827
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
67,668
shares
|
$1.76 Million
0.32% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
67,613
shares
|
$1.76 Million
0.13% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
67,556
shares
|
$1.76 Million
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
67,394
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 85.47%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
67,000
shares
|
$1.75 Million
0.11% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
66,787
shares
|
$1.74 Million
1.32% of portfolio
|
Q1 2023
Added 1.97%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
66,265
shares
|
$1.73 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
66,021
shares
|
$1.72 Million
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
65,910
shares
|
$1.72 Million
0.12% of portfolio
|
Q4 2023
Added 12.65%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
65,107
shares
|
$1.7 Million
0.25% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
65,078
shares
|
$1.7 Million
1.36% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
65,014
shares
|
$1.69 Million
1.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
64,699
shares
|
$1.69 Million
0.75% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
64,574
shares
|
$1.68 Million
0.06% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
64,390
shares
|
$1.68 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
64,220
shares
|
$1.67 Million
0.1% of portfolio
|
Q4 2024
Added 196.93%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
63,624
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
63,563
shares
|
$1.66 Million
0.26% of portfolio
|
Q3 2022
Added 64.08%
|