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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
1,277,120
shares
|
$33.3 Million
2.29% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
1,252,919
shares
|
$32.6 Million
9.17% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
1,248,091
shares
|
$32.5 Million
16.26% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,245,743
shares
|
$32.5 Million
0.97% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,233,593
shares
|
$32.1 Million
2.56% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,224,976
shares
|
$31.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,222,780
shares
|
$31.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 93.49%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,212,311
shares
|
$31.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
1,210,748
shares
|
$31.5 Million
0.71% of portfolio
|
Q2 2025
Added 13.69%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
1,209,607
shares
|
$31.5 Million
3.54% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
1,207,947
shares
|
$31.5 Million
13.09% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
1,203,290
shares
|
$31.3 Million
4.68% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
1,201,528
shares
|
$31.3 Million
2.92% of portfolio
|
Q2 2025
Added 17.1%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
1,190,600
shares
|
$31 Million
13.34% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
1,180,127
shares
|
$30.7 Million
4.88% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
1,170,658
shares
|
$30.5 Million
0.96% of portfolio
|
Q2 2025
Added 28.83%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Jul 25, 2025 Q2 2025 |
1,154,264
shares
|
$30.1 Million
20.19% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
1,151,806
shares
|
$30 Million
14.68% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
1,135,116
shares
|
$29.6 Million
8.68% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,130,555
shares
|
$29.5 Million
2.42% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,092,428
shares
|
$28.5 Million
0.45% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,090,452
shares
|
$28.4 Million
0.61% of portfolio
|
Q2 2025
Added 53.04%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
1,081,687
shares
|
$28.2 Million
3.03% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
1,076,569
shares
|
$28 Million
6.11% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,071,107
shares
|
$27.9 Million
8.64% of portfolio
|
Q2 2025
Reduced 1.0%
|