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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
240
shares
|
$5,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
237
shares
|
$5,806
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
225
shares
|
$5,512
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
222
shares
|
$5,439
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
191
shares
|
$4,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
174
shares
|
$4,263
0.0% of portfolio
|
Q2 2022
Reduced 33.59%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
159
shares
|
$3,895
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
149
shares
|
$3,650
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
144
shares
|
$3,528
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
138
shares
|
$3,381
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
132
shares
|
$3,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
125
shares
|
$3,062
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
120
shares
|
$2,940
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
117
shares
|
$2,866
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$2,450
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
87
shares
|
$2,131
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Apr 21, 2025 Q1 2025 |
86
shares
|
$2,107
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
72
shares
|
$1,764
0.0% of portfolio
|
Q1 2025
Added 105.71%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
69
shares
|
$1,690
0.0% of portfolio
|
Q1 2025
Added 360.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
58
shares
|
$1,421
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
54
shares
|
$1,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
52
shares
|
$1,274
0.0% of portfolio
|
Q4 2024
Added 246.67%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
39
shares
|
$955
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
25
shares
|
$612
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
24
shares
|
$588
0.0% of portfolio
|
Q4 2024
Added 200.0%
|