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 |
|---|---|---|---|---|---|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
44,687
shares
|
$1.09 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
44,577
shares
|
$1.09 Million
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
44,568
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
44,232
shares
|
$1.08 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
43,747
shares
|
$1.07 Million
0.19% of portfolio
|
Q4 2024
Added 209.91%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
43,553
shares
|
$1.07 Million
0.29% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
43,449
shares
|
$1.06 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
43,399
shares
|
$1.06 Million
0.37% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
43,250
shares
|
$1.06 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
43,201
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
May 09, 2025 Q1 2025 |
43,112
shares
|
$1.06 Million
0.9% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
42,868
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2025
Added 43.35%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
42,490
shares
|
$1.04 Million
0.19% of portfolio
|
Q1 2025
Added 22.87%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
42,375
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
42,369
shares
|
$1.04 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
42,321
shares
|
$1.04 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
41,910
shares
|
$1.03 Million
0.25% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
41,711
shares
|
$1.02 Million
0.87% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
41,650
shares
|
$1.02 Million
0.35% of portfolio
|
Q1 2023
Reduced 0.66%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
41,501
shares
|
$1.02 Million
0.28% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
41,491
shares
|
$1.02 Million
0.4% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
41,400
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Added 30.25%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
40,905
shares
|
$1 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
40,631
shares
|
$995,459
0.06% of portfolio
|
Q4 2023
Reduced 2.5%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
40,373
shares
|
$989,138
0.04% of portfolio
|
Q1 2025
Added 29.3%
|