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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
900
shares
|
$23,445
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
894
shares
|
$23,288
0.0% of portfolio
|
Q1 2025
Reduced 39.72%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
880
shares
|
$22,924
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
846
shares
|
$22,038
0.01% of portfolio
|
Q2 2025
Reduced 56.88%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
840
shares
|
$21,882
0.03% of portfolio
|
Q2 2022
Added 90.91%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
826
shares
|
$21,517
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
823
shares
|
$21,439
0.0% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
810
shares
|
$21,100
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
798
shares
|
$20,787
0.0% of portfolio
|
Q2 2025
Reduced 25.35%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
765
shares
|
$19,928
0.01% of portfolio
|
Q2 2025
Added 214.81%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
726
shares
|
$18,912
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
713
shares
|
$18,573
0.01% of portfolio
|
Q2 2023
Added 0.14%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
678
shares
|
$17,661
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
660
shares
|
$17,193
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
630
shares
|
$16,411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
627
shares
|
$16,333
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
611
shares
|
$15,916
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
606
shares
|
$15,786
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
600
shares
|
$15,630
0.01% of portfolio
|
Q4 2024
Reduced 30.8%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
578
shares
|
$15,056
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
552
shares
|
$14,379
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
507
shares
|
$13,207
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
490
shares
|
$12,764
0.0% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
457
shares
|
$11,904
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
456
shares
|
$11,878
0.0% of portfolio
|
Q4 2024
Added 200.0%
|