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 |
|---|---|---|---|---|---|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
34,008
shares
|
$885,908
0.04% of portfolio
|
Q2 2025
Added 96.67%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
33,842
shares
|
$881,584
0.15% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
33,836
shares
|
$881,427
0.69% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
33,618
shares
|
$875,748
0.1% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
33,460
shares
|
$871,633
0.35% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
33,357
shares
|
$868,949
0.69% of portfolio
|
Q4 2023
Reduced 2.14%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
33,177
shares
|
$864,260
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
33,113
shares
|
$862,593
0.3% of portfolio
|
Q2 2025
Added 19.38%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
33,074
shares
|
$861,577
0.19% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
32,715
shares
|
$852,225
0.16% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
32,701
shares
|
$851,861
0.06% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
32,687
shares
|
$851,496
0.01% of portfolio
|
Q2 2025
Added 30.44%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
32,648
shares
|
$850,480
0.39% of portfolio
|
Q2 2025
Added 15.68%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
32,584
shares
|
$848,813
0.04% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
32,546
shares
|
$847,823
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
32,538
shares
|
$847,614
0.24% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
32,335
shares
|
$842,326
0.29% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
32,187
shares
|
$838,471
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
32,118
shares
|
$836,673
0.06% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
31,836
shares
|
$829,327
0.01% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
31,783
shares
|
$827,947
0.26% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
31,782
shares
|
$827,921
0.28% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
31,661
shares
|
$824,769
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
31,524
shares
|
$821,200
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
31,500
shares
|
$820,575
0.26% of portfolio
|
Q2 2025
Reduced 0.47%
|