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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,488
shares
|
$60,956
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
2,453
shares
|
$60,098
0.02% of portfolio
|
Q1 2025
Reduced 17.55%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
2,448
shares
|
$59,976
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
2,442
shares
|
$59,829
0.04% of portfolio
|
Q4 2024
Added 170.73%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
2,442
shares
|
$59,829
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,349
shares
|
$57,550
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,262
shares
|
$55,419
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
2,172
shares
|
$53,214
0.0% of portfolio
|
Q1 2025
Added 23.13%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
2,136
shares
|
$52,332
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
2,123
shares
|
$52,013
0.02% of portfolio
|
Q4 2024
Added 199.86%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
2,112
shares
|
$51,744
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
2,100
shares
|
$51,450
0.01% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
2,031
shares
|
$49,759
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,028
shares
|
$49,686
0.03% of portfolio
|
Q2 2023
Reduced 60.5%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
2,025
shares
|
$49,612
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
1,962
shares
|
$48,069
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
1,943
shares
|
$47,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,892
shares
|
$46,354
0.04% of portfolio
|
Q4 2022
Added 169.13%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,878
shares
|
$46,011
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,859
shares
|
$45,545
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
1,824
shares
|
$44,688
0.03% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,734
shares
|
$42,483
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,724
shares
|
$42,238
0.02% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,722
shares
|
$42,189
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,653
shares
|
$40,498
0.01% of portfolio
|
Q1 2025
New holding
|