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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
21,726
shares
|
$565,962
0.04% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
21,612
shares
|
$562,992
0.26% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,491
shares
|
$559,840
0.1% of portfolio
|
Q4 2022
Reduced 2.75%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
21,374
shares
|
$556,792
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
21,371
shares
|
$556,714
0.28% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
21,368
shares
|
$556,636
0.56% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
21,185
shares
|
$551,869
0.43% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
21,126
shares
|
$550,332
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
21,026
shares
|
$547,727
0.02% of portfolio
|
Q2 2025
Reduced 23.55%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
20,957
shares
|
$545,929
0.13% of portfolio
|
Q4 2024
Added 198.66%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
20,879
shares
|
$543,897
0.13% of portfolio
|
Q1 2025
Added 50824.39%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
20,878
shares
|
$543,871
0.03% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
20,792
shares
|
$541,631
0.04% of portfolio
|
Q1 2025
Added 51.83%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
20,682
shares
|
$538,766
0.23% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,614
shares
|
$536,994
0.6% of portfolio
|
Q2 2022
Added 2.58%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,570
shares
|
$535,848
0.04% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
20,538
shares
|
$535,014
0.04% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
20,408
shares
|
$531,628
0.0% of portfolio
|
Q2 2022
Reduced 23.71%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
20,211
shares
|
$526,496
0.07% of portfolio
|
Q2 2025
Added 16.08%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
20,147
shares
|
$524,829
0.13% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
20,071
shares
|
$522,849
0.09% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
20,040
shares
|
$522,042
0.11% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
19,979
shares
|
$520,452
0.02% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
19,886
shares
|
$518,030
0.31% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
19,855
shares
|
$517,222
0.17% of portfolio
|
Q1 2025
New holding
|