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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
40,514
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2025
Reduced 39.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
40,248
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
40,097
shares
|
$1.04 Million
0.46% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
40,000
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
39,996
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
39,765
shares
|
$1.04 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
39,715
shares
|
$1.03 Million
0.27% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
39,703
shares
|
$1.03 Million
0.9% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
39,384
shares
|
$1.03 Million
0.18% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
39,296
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
38,953
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2022
Reduced 0.7%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
38,757
shares
|
$1.01 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
38,754
shares
|
$1.01 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
38,706
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
38,362
shares
|
$999,330
0.45% of portfolio
|
Q4 2022
Reduced 5.24%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
38,304
shares
|
$997,819
0.2% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
38,200
shares
|
$995,110
0.42% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
38,188
shares
|
$994,797
0.06% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
38,171
shares
|
$994,354
0.16% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
37,971
shares
|
$989,144
0.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
37,895
shares
|
$987,164
1.17% of portfolio
|
Q4 2023
Added 0.77%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
37,807
shares
|
$984,872
0.04% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
37,800
shares
|
$984,690
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
37,707
shares
|
$982,267
0.57% of portfolio
|
Q1 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
37,406
shares
|
$974,426
0.44% of portfolio
|
Q2 2025
Reduced 25.26%
|