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 |
|---|---|---|---|---|---|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
8,889
shares
|
$231,558
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
8,876
shares
|
$231,219
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
8,858
shares
|
$230,750
0.03% of portfolio
|
Q2 2025
Reduced 17.18%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,808
shares
|
$229,448
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,772
shares
|
$228,510
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
8,765
shares
|
$228,328
0.0% of portfolio
|
Q2 2025
Reduced 24.62%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
8,759
shares
|
$228,171
0.18% of portfolio
|
Q2 2025
Added 29.59%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,729
shares
|
$227,390
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
8,691
shares
|
$226,400
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Services Of America, Inc.
|
Jul 30, 2025 Q2 2025 |
8,670
shares
|
$225,853
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
8,662
shares
|
$225,645
0.01% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
8,599
shares
|
$224,003
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
8,580
shares
|
$223,509
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
8,553
shares
|
$222,805
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
8,527
shares
|
$222,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,523
shares
|
$222,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
8,496
shares
|
$221,320
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
8,478
shares
|
$220,851
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,471
shares
|
$220,669
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
8,457
shares
|
$220,304
0.16% of portfolio
|
Q2 2025
Added 40.95%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
8,424
shares
|
$219,445
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
8,416
shares
|
$219,236
0.0% of portfolio
|
Q2 2025
Reduced 54.72%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
8,369
shares
|
$218,012
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
8,340
shares
|
$217,257
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
8,254
shares
|
$215,016
0.11% of portfolio
|
Q2 2025
Added 2.43%
|