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 |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
53,499
shares
|
$1.31 Million
0.1% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
53,061
shares
|
$1.3 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
52,867
shares
|
$1.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
52,570
shares
|
$1.29 Million
0.12% of portfolio
|
Q2 2025
Added 198.02%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
52,123
shares
|
$1.28 Million
0.96% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
52,104
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
51,923
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
51,283
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 17.8%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
51,267
shares
|
$1.26 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
51,245
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Added 36.34%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
50,406
shares
|
$1.23 Million
0.38% of portfolio
|
Q4 2024
Added 329.87%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
50,358
shares
|
$1.23 Million
0.55% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
50,269
shares
|
$1.23 Million
0.55% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
50,077
shares
|
$1.23 Million
0.64% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
50,050
shares
|
$1.23 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
49,932
shares
|
$1.22 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
49,839
shares
|
$1.22 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
49,806
shares
|
$1.22 Million
0.73% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
49,633
shares
|
$1.22 Million
0.72% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
49,587
shares
|
$1.21 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
49,482
shares
|
$1.21 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
49,365
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
Added 194.42%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
49,354
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Added 21.64%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
49,287
shares
|
$1.21 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
49,114
shares
|
$1.2 Million
0.78% of portfolio
|
Q2 2025
Added 4.76%
|