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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
457
shares
|
$11,196
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
456
shares
|
$11,172
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
450
shares
|
$11,025
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
444
shares
|
$10,878
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
441
shares
|
$10,804
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
427
shares
|
$10,461
0.03% of portfolio
|
Q3 2022
Reduced 18.98%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
417
shares
|
$10,216
0.0% of portfolio
|
Q1 2025
Added 26.36%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
403
shares
|
$9,873
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
360
shares
|
$8,820
0.01% of portfolio
|
Q2 2024
Reduced 48.57%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
331
shares
|
$8,109
0.0% of portfolio
|
Q1 2025
Added 120.67%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
324
shares
|
$7,938
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
300
shares
|
$7,350
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gpwm LLC
|
Jul 15, 2025 Q2 2025 |
295
shares
|
$7,227
0.0% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
278
shares
|
$6,811
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
278
shares
|
$6,811
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
274
shares
|
$6,713
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
273
shares
|
$6,688
0.0% of portfolio
|
Q1 2025
Added 206.74%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
257
shares
|
$6,296
0.0% of portfolio
|
Q2 2025
Added 256.94%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
253
shares
|
$6,198
0.01% of portfolio
|
Q1 2023
Added 12.44%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
252
shares
|
$6,174
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$6,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
243
shares
|
$5,953
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
243
shares
|
$5,953
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
240
shares
|
$5,880
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
240
shares
|
$5,880
0.0% of portfolio
|
Q1 2025
New holding
|