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 |
|---|---|---|---|---|---|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
2,106,667
shares
|
$54.9 Million
9.21% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,097,527
shares
|
$54.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
2,070,029
shares
|
$53.9 Million
7.64% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,052,691
shares
|
$53.5 Million
1.4% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,003,299
shares
|
$52.2 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,002,549
shares
|
$52.2 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,943,043
shares
|
$50.6 Million
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,903,860
shares
|
$49.6 Million
5.84% of portfolio
|
Q2 2025
Added 48.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,889,414
shares
|
$49.2 Million
0.01% of portfolio
|
Q2 2025
Added 16.6%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,864,754
shares
|
$48.6 Million
14.5% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
1,864,340
shares
|
$48.6 Million
3.22% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,849,912
shares
|
$48.2 Million
7.38% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
1,806,295
shares
|
$47.1 Million
4.83% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
1,793,917
shares
|
$46.7 Million
12.78% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,773,982
shares
|
$46.2 Million
0.06% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
1,746,011
shares
|
$45.5 Million
6.42% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
1,636,106
shares
|
$42.6 Million
1.02% of portfolio
|
Q2 2025
Added 311.07%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
1,635,660
shares
|
$42.6 Million
0.95% of portfolio
|
Q2 2025
Added 1225.69%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
1,621,940
shares
|
$42.3 Million
0.55% of portfolio
|
Q2 2025
Reduced 25.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,616,185
shares
|
$42.1 Million
0.01% of portfolio
|
Q2 2025
Added 53.8%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
1,564,224
shares
|
$40.7 Million
8.9% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
1,557,780
shares
|
$40.6 Million
5.55% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,553,509
shares
|
$40.5 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
1,550,228
shares
|
$40.4 Million
5.83% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
1,543,164
shares
|
$40.2 Million
21.49% of portfolio
|
Q2 2025
Reduced 2.84%
|