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 |
|---|---|---|---|---|---|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
13,819
shares
|
$359,984
0.21% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
13,815
shares
|
$359,880
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
13,800
shares
|
$359,490
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
13,776
shares
|
$358,864
0.39% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
13,759
shares
|
$358,421
0.12% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
13,756
shares
|
$358,343
0.11% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13,676
shares
|
$356,259
0.18% of portfolio
|
Q2 2022
Reduced 74.9%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
13,589
shares
|
$353,993
0.17% of portfolio
|
Q2 2025
Reduced 17.81%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
13,584
shares
|
$353,863
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
13,564
shares
|
$353,342
0.09% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
13,551
shares
|
$353,003
0.08% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
13,521
shares
|
$352,222
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
13,517
shares
|
$352,117
0.0% of portfolio
|
Q2 2025
Added 19.88%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
13,512
shares
|
$351,987
0.02% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
13,506
shares
|
$351,831
0.0% of portfolio
|
Q2 2025
Reduced 29.75%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
13,433
shares
|
$349,929
0.48% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
13,332
shares
|
$347,298
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
13,320
shares
|
$346,986
0.01% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
13,320
shares
|
$346,986
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
13,275
shares
|
$345,813
0.02% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
13,266
shares
|
$345,579
0.41% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
13,151
shares
|
$342,583
0.02% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
13,115
shares
|
$341,645
0.01% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
13,104
shares
|
$341,359
0.23% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
13,100
shares
|
$341,255
0.27% of portfolio
|
Q2 2025
Reduced 0.91%
|