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 |
|---|---|---|---|---|---|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
43,683
shares
|
$1.14 Million
0.59% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
43,553
shares
|
$1.13 Million
0.29% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
43,449
shares
|
$1.13 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
43,399
shares
|
$1.13 Million
0.37% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
43,374
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Added 50.03%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
43,257
shares
|
$1.13 Million
0.29% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Aug 12, 2025 Q2 2025 |
43,235
shares
|
$1.13 Million
0.98% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
43,201
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
43,186
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 24.55%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
42,369
shares
|
$1.1 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
42,351
shares
|
$1.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
42,321
shares
|
$1.1 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
42,222
shares
|
$1.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
41,843
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Added 22.19%
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
41,716
shares
|
$1.09 Million
0.89% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
41,650
shares
|
$1.08 Million
0.35% of portfolio
|
Q1 2023
Reduced 0.66%
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
41,522
shares
|
$1.08 Million
0.38% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
41,501
shares
|
$1.08 Million
0.28% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
41,400
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Added 30.25%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
41,337
shares
|
$1.08 Million
0.2% of portfolio
|
Q2 2025
Reduced 23.0%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jul 25, 2025 Q2 2025 |
41,328
shares
|
$1.08 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
40,905
shares
|
$1.07 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
40,809
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
40,792
shares
|
$1.06 Million
0.8% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
40,631
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.5%
|