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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,142,472
shares
|
$81.9 Million
0.53% of portfolio
|
Q2 2025
Added 976.06%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
3,106,087
shares
|
$80.9 Million
0.82% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,050,134
shares
|
$79.5 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,998,568
shares
|
$78.1 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
2,949,522
shares
|
$76.8 Million
10.52% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
2,855,136
shares
|
$74.4 Million
13.44% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
2,752,407
shares
|
$71.7 Million
11.63% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
2,702,200
shares
|
$70.4 Million
13.03% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,689,581
shares
|
$70.1 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
2,581,836
shares
|
$67.3 Million
5.66% of portfolio
|
Q2 2025
Reduced 19.68%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
2,558,273
shares
|
$66.6 Million
4.19% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,553,030
shares
|
$66.5 Million
0.56% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
2,534,043
shares
|
$66 Million
1.71% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
2,492,890
shares
|
$64.9 Million
4.52% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,489,469
shares
|
$64.9 Million
4.59% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,479,964
shares
|
$64.6 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
2,343,626
shares
|
$61.1 Million
3.56% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,336,816
shares
|
$60.9 Million
5.04% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,315,246
shares
|
$60.3 Million
0.0% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
2,308,056
shares
|
$60.1 Million
4.47% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
2,282,477
shares
|
$59.5 Million
29.25% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
2,280,596
shares
|
$59.4 Million
14.2% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
2,280,596
shares
|
$59.4 Million
9.98% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
2,255,724
shares
|
$58.8 Million
6.43% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,245,858
shares
|
$58.5 Million
0.04% of portfolio
|
Q2 2025
Added 64.51%
|