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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
28,848
shares
|
$751,490
0.02% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
28,846
shares
|
$751,438
0.11% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
28,721
shares
|
$748,182
0.09% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
28,682
shares
|
$747,166
0.03% of portfolio
|
Q2 2025
Added 77.07%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
28,600
shares
|
$745,030
0.26% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
28,469
shares
|
$741,617
0.17% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
28,455
shares
|
$741,252
0.13% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
28,435
shares
|
$740,731
0.31% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
28,299
shares
|
$737,188
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
28,023
shares
|
$729,999
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
27,965
shares
|
$728,488
0.01% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
27,843
shares
|
$725,310
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
27,801
shares
|
$724,216
0.03% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
27,576
shares
|
$718,354
0.05% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
27,398
shares
|
$713,717
0.07% of portfolio
|
Q3 2023
Added 0.0%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
27,373
shares
|
$713,066
0.07% of portfolio
|
Q2 2025
Reduced 86.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
27,340
shares
|
$712,207
0.02% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
27,186
shares
|
$708,195
0.12% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
26,897
shares
|
$700,666
0.05% of portfolio
|
Q2 2025
Added 36.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
26,878
shares
|
$700,171
0.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
26,852
shares
|
$699,494
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
26,696
shares
|
$695,430
0.03% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
26,688
shares
|
$695,222
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
26,640
shares
|
$693,972
0.05% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
26,379
shares
|
$687,172
0.1% of portfolio
|
Q2 2025
Added 0.24%
|