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 |
|---|---|---|---|---|---|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
47,591
shares
|
$1.24 Million
0.5% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
47,515
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,422
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2020
Reduced 25.44%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
47,301
shares
|
$1.23 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
47,208
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
47,043
shares
|
$1.23 Million
0.73% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
46,993
shares
|
$1.22 Million
0.7% of portfolio
|
Q2 2025
Reduced 21.61%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
46,967
shares
|
$1.22 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
46,788
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Added 159.04%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
46,101
shares
|
$1.2 Million
1.39% of portfolio
|
Q2 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
45,854
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2023
Reduced 23.67%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
45,798
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
45,455
shares
|
$1.18 Million
0.21% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
45,300
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
45,047
shares
|
$1.17 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
44,977
shares
|
$1.17 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
44,899
shares
|
$1.17 Million
0.81% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Aug 05, 2025 Q2 2025 |
44,823
shares
|
$1.17 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
44,787
shares
|
$1.17 Million
0.22% of portfolio
|
Q2 2025
Reduced 25.14%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
44,687
shares
|
$1.16 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
44,577
shares
|
$1.16 Million
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
44,500
shares
|
$1.16 Million
0.46% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
44,401
shares
|
$1.16 Million
0.27% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
44,232
shares
|
$1.15 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
43,747
shares
|
$1.14 Million
0.19% of portfolio
|
Q4 2024
Added 209.91%
|