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 |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
450
shares
|
$11,722
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
441
shares
|
$11,488
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
427
shares
|
$11,123
0.03% of portfolio
|
Q3 2022
Reduced 18.98%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
418
shares
|
$10,888
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
405
shares
|
$10,550
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
360
shares
|
$9,378
0.01% of portfolio
|
Q2 2024
Reduced 48.57%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
357
shares
|
$9,299
0.0% of portfolio
|
Q2 2025
Reduced 51.69%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
343
shares
|
$8,935
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
303
shares
|
$7,893
0.0% of portfolio
|
Q2 2025
Added 129.55%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
300
shares
|
$7,815
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gpwm LLC
|
Jul 15, 2025 Q2 2025 |
295
shares
|
$7,684
0.0% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
279
shares
|
$7,267
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
278
shares
|
$7,241
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
257
shares
|
$6,694
0.0% of portfolio
|
Q2 2025
Added 256.94%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
253
shares
|
$6,590
0.01% of portfolio
|
Q1 2023
Added 12.44%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
252
shares
|
$6,564
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$6,512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
243
shares
|
$6,330
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
240
shares
|
$6,252
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
237
shares
|
$6,173
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
225
shares
|
$5,861
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
222
shares
|
$5,783
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
204
shares
|
$5,314
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
198
shares
|
$5,157
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
191
shares
|
$4,975
0.0% of portfolio
|
Q1 2025
New holding
|