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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
10,021
shares
|
$245,514
0.09% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
10,006
shares
|
$245,147
0.04% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
9,968
shares
|
$244,216
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
9,963
shares
|
$244,093
0.01% of portfolio
|
Q4 2024
Added 187.04%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
9,931
shares
|
$243,309
0.06% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
9,927
shares
|
$243,211
0.06% of portfolio
|
Q1 2025
Reduced 49.72%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
9,894
shares
|
$242,403
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
9,884
shares
|
$242,158
0.09% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
9,875
shares
|
$241,937
0.03% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
9,864
shares
|
$241,668
0.02% of portfolio
|
Q4 2024
Added 203.04%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
9,859
shares
|
$241,545
0.08% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
9,816
shares
|
$240,492
0.06% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Penney Financial, LLC
Houston, TX |
May 02, 2025 Q1 2025 |
9,816
shares
|
$240,492
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
9,760
shares
|
$239,120
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
9,738
shares
|
$238,581
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
9,735
shares
|
$238,507
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
9,724
shares
|
$238,238
0.08% of portfolio
|
Q2 2025
Reduced 27.52%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
9,720
shares
|
$238,140
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
9,657
shares
|
$236,596
0.04% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
9,656
shares
|
$236,572
0.04% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
9,624
shares
|
$235,788
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
9,606
shares
|
$235,347
0.01% of portfolio
|
Q4 2024
Added 200.56%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
9,578
shares
|
$234,661
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
9,551
shares
|
$233,999
0.12% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
9,473
shares
|
$232,088
0.04% of portfolio
|
Q2 2025
Reduced 14.38%
|