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 1,522 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 $28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
18,276
shares
|
$447,762
0.23% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
18,263
shares
|
$447,443
0.02% of portfolio
|
Q4 2024
Added 244.78%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
18,188
shares
|
$445,606
0.01% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
18,162
shares
|
$444,969
0.14% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
18,149
shares
|
$444,650
0.32% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
18,127
shares
|
$444,111
0.33% of portfolio
|
Q1 2025
Reduced 72.56%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
18,126
shares
|
$444,087
0.03% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
18,010
shares
|
$441,245
0.17% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
18,000
shares
|
$441,000
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
17,984
shares
|
$440,608
0.08% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
17,962
shares
|
$440,069
0.23% of portfolio
|
Q2 2025
Added 38.95%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
17,867
shares
|
$437,741
0.03% of portfolio
|
Q1 2025
Added 64.26%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
17,862
shares
|
$437,619
0.32% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
17,838
shares
|
$437,031
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
17,830
shares
|
$436,835
0.32% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
17,829
shares
|
$436,810
0.37% of portfolio
|
Q1 2025
Reduced 29.88%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
17,814
shares
|
$436,443
0.33% of portfolio
|
Q1 2025
Added 19.89%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
17,786
shares
|
$435,757
0.22% of portfolio
|
Q4 2024
Added 223.26%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
17,746
shares
|
$434,777
0.07% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
17,745
shares
|
$434,752
0.16% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
17,694
shares
|
$433,503
0.16% of portfolio
|
Q4 2024
Added 200.51%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
17,663
shares
|
$432,743
0.12% of portfolio
|
Q1 2025
Reduced 22.48%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
17,659
shares
|
$432,645
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
17,631
shares
|
$431,959
0.0% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
17,541
shares
|
$429,754
0.16% of portfolio
|
Q1 2025
New holding
|