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 |
|---|---|---|---|---|---|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
37,800
shares
|
$926,100
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
37,707
shares
|
$923,821
0.57% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
37,635
shares
|
$922,057
0.01% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
37,144
shares
|
$910,028
0.02% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
37,079
shares
|
$908,435
0.21% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
36,874
shares
|
$903,413
0.05% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
36,679
shares
|
$898,635
0.58% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
36,210
shares
|
$887,145
0.46% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
36,168
shares
|
$886,116
0.05% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
36,148
shares
|
$885,626
0.68% of portfolio
|
Q1 2023
Reduced 1.16%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
36,080
shares
|
$883,960
0.15% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
36,072
shares
|
$883,764
0.05% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
35,858
shares
|
$878,521
0.01% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
35,661
shares
|
$873,694
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
35,475
shares
|
$869,137
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
35,289
shares
|
$864,580
0.15% of portfolio
|
Q4 2024
Added 191.33%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
35,183
shares
|
$861,983
0.31% of portfolio
|
Q1 2025
Added 114.28%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
34,944
shares
|
$856,128
0.23% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
34,775
shares
|
$851,987
0.0% of portfolio
|
Q1 2025
Added 47.68%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
34,723
shares
|
$850,713
0.07% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
34,675
shares
|
$849,537
0.01% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
34,280
shares
|
$839,860
0.07% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
34,244
shares
|
$838,978
0.03% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
34,165
shares
|
$837,042
0.14% of portfolio
|
Q2 2025
Added 98.7%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
34,128
shares
|
$836,136
0.37% of portfolio
|
Q4 2024
Added 200.0%
|