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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,038
shares
|
$147,931
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,000
shares
|
$147,000
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
6,000
shares
|
$147,000
0.14% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
5,943
shares
|
$145,603
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
5,892
shares
|
$144,354
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,600
shares
|
$137,200
0.11% of portfolio
|
Q1 2024
Added 27.27%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,593
shares
|
$137,028
0.0% of portfolio
|
Q2 2024
Added 39.76%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
5,591
shares
|
$136,979
0.07% of portfolio
|
Q4 2022
Reduced 11.69%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,552
shares
|
$136,024
0.0% of portfolio
|
Q3 2022
Added 2.28%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
5,485
shares
|
$134,382
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
5,472
shares
|
$134,064
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,401
shares
|
$132,324
0.07% of portfolio
|
Q2 2023
Reduced 20.04%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,336
shares
|
$130,732
0.24% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
5,320
shares
|
$130,340
0.02% of portfolio
|
Q4 2024
Added 199.89%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,287
shares
|
$129,531
0.03% of portfolio
|
Q2 2023
Reduced 3.59%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
5,248
shares
|
$128,576
0.27% of portfolio
|
Q1 2024
Reduced 25.14%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
5,030
shares
|
$123,235
0.06% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
5,025
shares
|
$123,112
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
4,976
shares
|
$121,912
0.01% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
4,905
shares
|
$120,172
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
4,854
shares
|
$118,923
0.48% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
4,845
shares
|
$118,702
0.06% of portfolio
|
Q1 2023
Added 2.98%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
4,800
shares
|
$117,600
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,761
shares
|
$116,644
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,680
shares
|
$114,660
0.01% of portfolio
|
Q1 2024
Reduced 3.66%
|