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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
34,085
shares
|
$835,082
0.01% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
34,053
shares
|
$834,298
0.11% of portfolio
|
Q2 2022
Added 19.62%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
33,890
shares
|
$830,305
0.06% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
33,846
shares
|
$829,227
0.14% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
33,836
shares
|
$828,982
0.69% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
33,745
shares
|
$826,752
0.12% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
33,645
shares
|
$824,302
0.09% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
33,445
shares
|
$819,402
0.08% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
33,361
shares
|
$817,344
0.38% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
33,357
shares
|
$817,246
0.69% of portfolio
|
Q4 2023
Reduced 2.14%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
33,177
shares
|
$812,836
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
33,113
shares
|
$811,268
0.3% of portfolio
|
Q2 2025
Added 19.38%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
33,074
shares
|
$810,313
0.19% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
32,715
shares
|
$801,517
0.16% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
32,584
shares
|
$798,308
0.04% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
32,348
shares
|
$792,526
0.29% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
32,302
shares
|
$791,399
0.03% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
32,187
shares
|
$788,581
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
32,128
shares
|
$787,136
0.09% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
32,124
shares
|
$787,038
0.23% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
31,867
shares
|
$780,741
0.03% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
31,836
shares
|
$779,982
0.01% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
31,783
shares
|
$778,683
0.26% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
31,782
shares
|
$778,659
0.25% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
31,760
shares
|
$778,120
0.63% of portfolio
|
Q1 2025
Reduced 0.81%
|