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 |
|---|---|---|---|---|---|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
53,037
shares
|
$1.38 Million
0.7% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
52,570
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2025
Added 198.02%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
52,403
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Added 11.56%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
51,267
shares
|
$1.34 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
51,022
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2025
Reduced 31.57%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
50,675
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
50,406
shares
|
$1.31 Million
0.38% of portfolio
|
Q4 2024
Added 329.87%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
50,269
shares
|
$1.31 Million
0.55% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
50,013
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
49,806
shares
|
$1.3 Million
0.71% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
49,779
shares
|
$1.3 Million
0.71% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
49,587
shares
|
$1.29 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
49,482
shares
|
$1.29 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
49,360
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
49,292
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
49,114
shares
|
$1.28 Million
0.78% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
48,997
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
48,880
shares
|
$1.27 Million
0.18% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
48,658
shares
|
$1.27 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
48,603
shares
|
$1.27 Million
0.91% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
48,540
shares
|
$1.26 Million
0.25% of portfolio
|
Q2 2023
Reduced 0.95%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
48,524
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
48,441
shares
|
$1.26 Million
0.14% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
48,010
shares
|
$1.25 Million
0.19% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
47,791
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.29%
|