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 |
|---|---|---|---|---|---|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
37,079
shares
|
$965,907
0.21% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
36,953
shares
|
$962,625
0.48% of portfolio
|
Q2 2025
Reduced 26.21%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
36,886
shares
|
$960,880
0.45% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
36,641
shares
|
$954,498
0.02% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
36,534
shares
|
$951,710
0.39% of portfolio
|
Q2 2025
Added 913250.0%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
36,210
shares
|
$943,270
0.46% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
36,168
shares
|
$942,176
0.05% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
36,148
shares
|
$941,655
0.68% of portfolio
|
Q1 2023
Reduced 1.16%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
36,077
shares
|
$939,805
0.14% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
36,072
shares
|
$939,675
0.05% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
35,858
shares
|
$934,100
0.01% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
35,790
shares
|
$932,329
0.1% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
35,661
shares
|
$928,969
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
35,558
shares
|
$926,285
0.11% of portfolio
|
Q2 2025
Added 16.47%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
35,475
shares
|
$924,123
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
35,289
shares
|
$919,278
0.15% of portfolio
|
Q4 2024
Added 191.33%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
35,108
shares
|
$914,563
0.12% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
35,076
shares
|
$913,729
0.0% of portfolio
|
Q2 2025
Added 25.13%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
34,944
shares
|
$910,291
0.23% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
34,917
shares
|
$909,587
0.03% of portfolio
|
Q2 2025
Added 30.8%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
34,723
shares
|
$904,534
0.07% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
34,291
shares
|
$893,280
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
34,165
shares
|
$889,998
0.14% of portfolio
|
Q2 2025
Added 98.7%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
34,128
shares
|
$889,034
0.36% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
34,053
shares
|
$887,080
0.11% of portfolio
|
Q2 2022
Added 19.62%
|