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 |
|---|---|---|---|---|---|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
24,044
shares
|
$626,346
0.19% of portfolio
|
Q2 2025
Added 64.4%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
23,990
shares
|
$624,939
0.03% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
23,941
shares
|
$623,663
0.21% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
23,878
shares
|
$622,021
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
23,790
shares
|
$619,729
0.33% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
23,712
shares
|
$617,697
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
23,369
shares
|
$608,762
0.06% of portfolio
|
Q2 2025
Reduced 30.13%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
23,106
shares
|
$601,911
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
22,876
shares
|
$595,919
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
22,860
shares
|
$595,503
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
22,842
shares
|
$595,034
0.28% of portfolio
|
Q2 2025
Reduced 37.72%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
22,773
shares
|
$593,236
0.05% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
22,653
shares
|
$590,110
0.28% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
22,482
shares
|
$585,656
0.09% of portfolio
|
Q3 2024
Added 440.17%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
22,437
shares
|
$584,483
0.5% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
22,340
shares
|
$581,957
0.11% of portfolio
|
Q2 2025
Added 26.48%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
22,318
shares
|
$581,383
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
22,286
shares
|
$580,550
0.02% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
22,274
shares
|
$580,237
0.05% of portfolio
|
Q1 2025
Reduced 28.74%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
22,250
shares
|
$579,612
0.12% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
22,206
shares
|
$578,466
0.12% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
22,046
shares
|
$574,298
0.32% of portfolio
|
Q1 2025
Added 23.19%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
21,954
shares
|
$571,901
1.16% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
21,848
shares
|
$569,140
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
21,778
shares
|
$567,316
0.19% of portfolio
|
Q2 2025
Reduced 0.12%
|