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 |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
40,332
shares
|
$988,134
0.03% of portfolio
|
Q1 2025
Reduced 29.34%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
40,309
shares
|
$987,570
0.06% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
40,222
shares
|
$985,439
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
40,096
shares
|
$982,352
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
40,089
shares
|
$982,180
0.31% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
39,999
shares
|
$979,975
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
39,870
shares
|
$976,815
0.16% of portfolio
|
Q1 2025
Added 48.82%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
39,855
shares
|
$976,447
0.2% of portfolio
|
Q1 2025
Reduced 49.33%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
39,715
shares
|
$973,017
0.27% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
39,703
shares
|
$972,723
0.9% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
39,384
shares
|
$964,908
0.18% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
39,040
shares
|
$956,480
0.72% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
38,953
shares
|
$954,348
0.12% of portfolio
|
Q2 2022
Reduced 0.7%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
38,757
shares
|
$949,546
0.22% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
38,754
shares
|
$949,473
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
38,706
shares
|
$948,297
0.08% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
38,398
shares
|
$940,751
0.01% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
38,362
shares
|
$939,869
0.45% of portfolio
|
Q4 2022
Reduced 5.24%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
38,304
shares
|
$938,448
0.2% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
38,200
shares
|
$935,900
0.42% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
38,171
shares
|
$935,189
0.16% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
37,971
shares
|
$930,289
0.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
37,915
shares
|
$928,917
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
37,895
shares
|
$928,427
1.17% of portfolio
|
Q4 2023
Added 0.77%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
37,807
shares
|
$926,271
0.04% of portfolio
|
Q2 2025
Added 6.96%
|