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 |
|---|---|---|---|---|---|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
48,989
shares
|
$1.2 Million
0.57% of portfolio
|
Q1 2025
Reduced 82.94%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
48,658
shares
|
$1.19 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
48,621
shares
|
$1.19 Million
0.15% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
48,540
shares
|
$1.19 Million
0.25% of portfolio
|
Q2 2023
Reduced 0.95%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
48,484
shares
|
$1.19 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
48,441
shares
|
$1.19 Million
0.14% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
47,591
shares
|
$1.17 Million
0.5% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
47,487
shares
|
$1.16 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,422
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2020
Reduced 25.44%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
47,395
shares
|
$1.16 Million
0.11% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
47,204
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
47,168
shares
|
$1.16 Million
0.83% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
46,988
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
46,974
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.71%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
46,788
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Added 159.04%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
46,590
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
46,345
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
46,115
shares
|
$1.13 Million
0.85% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
45,854
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2023
Reduced 23.67%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
45,834
shares
|
$1.12 Million
0.58% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
45,827
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
45,791
shares
|
$1.12 Million
0.3% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
45,653
shares
|
$1.12 Million
0.83% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
45,477
shares
|
$1.11 Million
0.07% of portfolio
|
Q1 2025
Reduced 19.74%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
45,047
shares
|
$1.1 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.64%
|