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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
15,060
shares
|
$368,970
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
15,053
shares
|
$368,798
0.03% of portfolio
|
Q1 2025
Added 28.46%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
15,000
shares
|
$367,500
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
14,896
shares
|
$364,952
0.53% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
14,872
shares
|
$364,364
0.06% of portfolio
|
Q1 2025
Added 18.01%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
14,802
shares
|
$362,649
0.08% of portfolio
|
Q2 2025
Reduced 35.16%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
14,782
shares
|
$362,159
0.14% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,754
shares
|
$361,473
0.07% of portfolio
|
Q2 2025
Added 21.96%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
14,625
shares
|
$358,312
0.1% of portfolio
|
Q1 2025
Reduced 53.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
14,610
shares
|
$357,945
0.03% of portfolio
|
Q1 2025
Added 20.02%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
14,570
shares
|
$356,965
0.18% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,457
shares
|
$354,196
0.03% of portfolio
|
Q3 2022
Reduced 33.04%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
14,373
shares
|
$352,138
0.12% of portfolio
|
Q1 2025
Added 46.74%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
14,368
shares
|
$352,016
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
14,202
shares
|
$347,949
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
14,174
shares
|
$347,263
0.15% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
14,173
shares
|
$347,238
0.03% of portfolio
|
Q4 2024
Added 190.31%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
14,172
shares
|
$347,214
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
14,134
shares
|
$346,283
0.11% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
14,124
shares
|
$346,038
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
14,100
shares
|
$345,450
0.09% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
14,041
shares
|
$344,004
0.06% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
13,986
shares
|
$342,657
0.01% of portfolio
|
Q1 2025
Added 44.84%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
13,962
shares
|
$342,069
0.12% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
13,950
shares
|
$341,775
0.04% of portfolio
|
Q4 2024
Added 200.0%
|