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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
3,688
shares
|
$90,356
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
3,651
shares
|
$89,449
0.05% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,624
shares
|
$88,788
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,592
shares
|
$88,004
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
3,570
shares
|
$87,465
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
3,453
shares
|
$84,598
0.02% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
3,312
shares
|
$81,144
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,116
shares
|
$76,342
0.01% of portfolio
|
Q2 2023
Reduced 37.88%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,060
shares
|
$74,970
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
3,051
shares
|
$74,749
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
3,006
shares
|
$73,647
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
3,000
shares
|
$73,500
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,953
shares
|
$72,348
0.3% of portfolio
|
Q1 2025
Reduced 87.66%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
2,943
shares
|
$72,103
0.01% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,731
shares
|
$66,909
0.03% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,730
shares
|
$66,885
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2,728
shares
|
$66,836
0.02% of portfolio
|
Q4 2024
Added 200.11%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
2,728
shares
|
$66,836
0.06% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,721
shares
|
$66,664
0.0% of portfolio
|
Q1 2025
Reduced 52.78%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
2,688
shares
|
$65,856
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,665
shares
|
$65,292
0.01% of portfolio
|
Q1 2025
Added 227.4%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2,633
shares
|
$64,508
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,628
shares
|
$64,386
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
2,529
shares
|
$61,960
0.08% of portfolio
|
Q2 2022
Reduced 12.91%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
2,509
shares
|
$61,470
0.01% of portfolio
|
Q2 2025
Added 1844.96%
|