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 1,513 institutions that hold shares in the stock, with a total of 1.15 Billion shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
9,465
shares
|
$231,892
0.16% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,388
shares
|
$230,006
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
9,388
shares
|
$230,006
0.16% of portfolio
|
Q4 2024
Added 200.99%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
9,381
shares
|
$229,834
0.03% of portfolio
|
Q2 2022
Added 11.68%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
9,378
shares
|
$229,761
0.01% of portfolio
|
Q4 2024
Added 192.24%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
9,349
shares
|
$229,050
0.0% of portfolio
|
Q1 2025
Reduced 31.72%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
9,258
shares
|
$226,821
0.17% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
9,258
shares
|
$226,821
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
9,234
shares
|
$226,233
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
9,199
shares
|
$225,375
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
9,173
shares
|
$224,738
0.04% of portfolio
|
Q1 2025
Reduced 38.83%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
9,159
shares
|
$224,395
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
9,150
shares
|
$224,175
0.1% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
9,135
shares
|
$223,807
0.1% of portfolio
|
Q2 2023
Reduced 15.22%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
9,129
shares
|
$223,660
0.08% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,085
shares
|
$222,582
0.01% of portfolio
|
Q4 2024
Reduced 80.41%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
9,018
shares
|
$220,941
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
8,940
shares
|
$219,030
0.01% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
8,889
shares
|
$217,780
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,808
shares
|
$215,796
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,772
shares
|
$214,914
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
8,469
shares
|
$207,490
0.03% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
8,416
shares
|
$206,192
0.0% of portfolio
|
Q2 2025
Reduced 54.72%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,254
shares
|
$202,223
0.07% of portfolio
|
Q2 2022
Added 15.93%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
8,220
shares
|
$201,390
0.01% of portfolio
|
Q2 2025
New holding
|