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 |
|---|---|---|---|---|---|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
14,784
shares
|
$385,123
0.09% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
14,782
shares
|
$385,071
0.14% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,754
shares
|
$384,341
0.07% of portfolio
|
Q2 2025
Added 21.96%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
14,594
shares
|
$380,173
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
14,570
shares
|
$379,548
0.18% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
14,549
shares
|
$379,001
0.09% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
14,512
shares
|
$378,037
0.01% of portfolio
|
Q2 2025
Added 49.3%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,457
shares
|
$376,604
0.03% of portfolio
|
Q3 2022
Reduced 33.04%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
14,373
shares
|
$374,416
0.11% of portfolio
|
Q1 2025
Added 46.74%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
14,202
shares
|
$369,962
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
14,195
shares
|
$369,779
0.11% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
14,173
shares
|
$369,206
0.03% of portfolio
|
Q4 2024
Added 190.31%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
14,172
shares
|
$369,180
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
14,124
shares
|
$367,930
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
14,123
shares
|
$367,904
0.01% of portfolio
|
Q2 2025
Added 37.96%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
14,100
shares
|
$367,305
0.09% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
14,068
shares
|
$366,471
0.24% of portfolio
|
Q2 2025
Added 51.96%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
14,021
shares
|
$365,247
0.26% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
13,958
shares
|
$363,605
0.15% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
13,954
shares
|
$363,501
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
13,950
shares
|
$363,397
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
13,905
shares
|
$362,225
0.01% of portfolio
|
Q2 2025
Added 15.8%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
13,901
shares
|
$362,121
0.03% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
13,853
shares
|
$360,870
0.03% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
13,850
shares
|
$360,792
0.06% of portfolio
|
Q2 2025
Reduced 1.36%
|