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 |
|---|---|---|---|---|---|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,630
shares
|
$39,935
0.04% of portfolio
|
Q1 2025
Added 864.5%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
1,592
shares
|
$39,004
0.02% of portfolio
|
Q1 2025
Added 238.72%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,546
shares
|
$37,877
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,524
shares
|
$37,338
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,481
shares
|
$36,284
0.0% of portfolio
|
Q1 2025
Reduced 95.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,453
shares
|
$35,598
0.01% of portfolio
|
Q2 2023
Reduced 20.16%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
1,422
shares
|
$34,839
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,416
shares
|
$34,692
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,406
shares
|
$34,447
0.01% of portfolio
|
Q4 2024
Added 199.79%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,399
shares
|
$34,275
0.01% of portfolio
|
Q1 2025
Reduced 98.17%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,387
shares
|
$33,981
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
1,350
shares
|
$33,075
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,344
shares
|
$32,928
0.01% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,310
shares
|
$32,095
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,303
shares
|
$31,923
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,269
shares
|
$31,090
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,214
shares
|
$29,743
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,199
shares
|
$29,375
0.0% of portfolio
|
Q2 2024
Reduced 16.79%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,184
shares
|
$29,008
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,127
shares
|
$27,611
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
1,127
shares
|
$27,611
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,069
shares
|
$26,190
0.01% of portfolio
|
Q1 2025
Added 34.8%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,050
shares
|
$25,725
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,038
shares
|
$25,431
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,000
shares
|
$24,500
0.0% of portfolio
|
Q2 2025
New holding
|