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 |
|---|---|---|---|---|---|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
58,376
shares
|
$1.52 Million
0.89% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,311
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
57,960
shares
|
$1.51 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
57,868
shares
|
$1.51 Million
0.44% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
57,775
shares
|
$1.51 Million
1.05% of portfolio
|
Q2 2025
Added 25.28%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
57,598
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.13%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
57,416
shares
|
$1.5 Million
1.02% of portfolio
|
Q1 2023
Added 0.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
57,009
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.84%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
56,856
shares
|
$1.48 Million
0.15% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
56,504
shares
|
$1.47 Million
0.63% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
56,099
shares
|
$1.46 Million
0.05% of portfolio
|
Q2 2025
Added 22.41%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
56,039
shares
|
$1.46 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
55,773
shares
|
$1.45 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
55,354
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
55,267
shares
|
$1.44 Million
0.81% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
55,025
shares
|
$1.43 Million
0.79% of portfolio
|
Q2 2025
Reduced 25.86%
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
54,462
shares
|
$1.42 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
54,220
shares
|
$1.41 Million
0.11% of portfolio
|
Q2 2025
Added 431.46%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
54,210
shares
|
$1.41 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
54,139
shares
|
$1.41 Million
0.78% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
53,964
shares
|
$1.41 Million
1.34% of portfolio
|
Q2 2025
Added 16.7%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
53,900
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
53,842
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
53,569
shares
|
$1.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
53,499
shares
|
$1.39 Million
0.1% of portfolio
|
Q2 2025
Added 0.65%
|