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 |
|---|---|---|---|---|---|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 12, 2025 Q2 2025 |
63,551
shares
|
$1.66 Million
0.9% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
63,470
shares
|
$1.65 Million
0.25% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
63,267
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Added 16.44%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
63,199
shares
|
$1.65 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
62,780
shares
|
$1.64 Million
0.42% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
62,748
shares
|
$1.63 Million
0.25% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
62,684
shares
|
$1.63 Million
0.36% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
62,112
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 33.32%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
62,036
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2025
Added 27108.77%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
62,028
shares
|
$1.62 Million
0.81% of portfolio
|
Q4 2024
Added 190.67%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
61,836
shares
|
$1.61 Million
0.92% of portfolio
|
Q3 2022
Reduced 7.04%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
61,671
shares
|
$1.61 Million
0.24% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
61,518
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 272.43%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
61,034
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
60,898
shares
|
$1.59 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
60,846
shares
|
$1.59 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
60,321
shares
|
$1.57 Million
0.57% of portfolio
|
Q2 2025
Reduced 23.91%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
60,288
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
59,800
shares
|
$1.56 Million
0.16% of portfolio
|
Q2 2025
Added 246.25%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
59,386
shares
|
$1.55 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
59,285
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
59,166
shares
|
$1.54 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
58,848
shares
|
$1.53 Million
0.29% of portfolio
|
Q2 2025
Added 25.71%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
58,650
shares
|
$1.53 Million
0.13% of portfolio
|
Q2 2025
Reduced 36.9%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
58,533
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
New holding
|