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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
1,507,013
shares
|
$39.3 Million
1.17% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,502,032
shares
|
$39.1 Million
0.67% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,476,695
shares
|
$38.5 Million
8.37% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
1,449,834
shares
|
$37.8 Million
5.64% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,443,098
shares
|
$37.6 Million
20.61% of portfolio
|
Q4 2024
Added 219.99%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
Aug 12, 2025 Q2 2025 |
1,434,888
shares
|
$37.4 Million
32.13% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
1,429,052
shares
|
$37.2 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Ashford Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,421,169
shares
|
$37 Million
8.01% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,379,250
shares
|
$35.9 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,361,734
shares
|
$35.5 Million
0.34% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jul 25, 2025 Q2 2025 |
1,351,106
shares
|
$35.2 Million
14.93% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
1,331,049
shares
|
$34.7 Million
2.41% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
1,327,241
shares
|
$34.6 Million
13.14% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,321,576
shares
|
$34.4 Million
19.06% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
1,320,728
shares
|
$34.4 Million
7.54% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
1,317,647
shares
|
$34.3 Million
5.76% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,316,693
shares
|
$34.3 Million
9.52% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,313,067
shares
|
$34.2 Million
0.06% of portfolio
|
Q2 2025
Added 69.06%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,310,049
shares
|
$34.1 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,308,401
shares
|
$34.1 Million
2.29% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,305,338
shares
|
$34 Million
0.38% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
1,304,009
shares
|
$34 Million
10.8% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
1,297,295
shares
|
$33.8 Million
4.24% of portfolio
|
Q2 2025
Added 23.2%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
1,297,177
shares
|
$33.8 Million
14.69% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,279,519
shares
|
$33.3 Million
3.51% of portfolio
|
Q2 2025
Reduced 2.0%
|