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 |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
18,429
shares
|
$480,075
0.03% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
18,371
shares
|
$478,564
0.08% of portfolio
|
Q1 2025
Reduced 65.15%
|
|
|
Ddd Partners, LLC
|
Jul 31, 2025 Q2 2025 |
18,341
shares
|
$477,783
0.05% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
18,256
shares
|
$475,568
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
18,162
shares
|
$473,120
0.14% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
18,135
shares
|
$472,416
0.35% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
18,126
shares
|
$472,182
0.03% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
18,096
shares
|
$471,400
0.0% of portfolio
|
Q2 2025
Reduced 27.33%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
18,010
shares
|
$469,160
0.17% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
18,000
shares
|
$468,900
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
17,962
shares
|
$467,910
0.23% of portfolio
|
Q2 2025
Added 38.95%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
17,844
shares
|
$464,836
0.16% of portfolio
|
Q2 2025
Reduced 95.2%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
17,838
shares
|
$464,679
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
17,830
shares
|
$464,471
0.32% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
17,799
shares
|
$463,663
0.21% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
17,790
shares
|
$463,429
0.22% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
17,761
shares
|
$462,674
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
17,746
shares
|
$462,283
0.07% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
17,696
shares
|
$460,980
0.01% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
17,694
shares
|
$460,928
0.17% of portfolio
|
Q4 2024
Added 200.51%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
17,567
shares
|
$457,620
0.02% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
17,468
shares
|
$455,041
0.33% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
17,440
shares
|
$454,312
0.28% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
17,430
shares
|
$454,051
0.08% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
17,382
shares
|
$452,801
0.12% of portfolio
|
Q2 2025
Added 0.27%
|