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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
1,422
shares
|
$37,043
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,406
shares
|
$36,626
0.01% of portfolio
|
Q4 2024
Added 199.79%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,390
shares
|
$36,209
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
1,350
shares
|
$35,167
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,344
shares
|
$35,011
0.01% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
1,344
shares
|
$35,011
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,319
shares
|
$34,359
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,307
shares
|
$34,047
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
1,288
shares
|
$33,552
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,269
shares
|
$33,057
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,214
shares
|
$31,624
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,199
shares
|
$31,233
0.0% of portfolio
|
Q2 2024
Reduced 16.79%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,184
shares
|
$30,843
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,127
shares
|
$29,358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
1,127
shares
|
$29,358
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,050
shares
|
$27,352
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,050
shares
|
$27,352
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,041
shares
|
$27,118
0.01% of portfolio
|
Q2 2025
Reduced 82.33%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1,038
shares
|
$27,039
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,000
shares
|
$26,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$26,050
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
992
shares
|
$25,841
0.0% of portfolio
|
Q1 2025
Added 83.7%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
990
shares
|
$25,789
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
978
shares
|
$25,476
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
903
shares
|
$23,523
0.01% of portfolio
|
Q4 2024
Added 200.0%
|