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 1,557 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 $28.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
138
shares
|
$3,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
125
shares
|
$3,151
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
120
shares
|
$3,025
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
119
shares
|
$2,999
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
117
shares
|
$2,949
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
108
shares
|
$2,722
0.0% of portfolio
|
Q2 2025
Reduced 93.22%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$2,521
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
87
shares
|
$2,193
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
84
shares
|
$2,117
0.0% of portfolio
|
Q2 2025
Added 236.0%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
69
shares
|
$1,739
0.0% of portfolio
|
Q1 2025
Added 360.0%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
63
shares
|
$1,588
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
58
shares
|
$1,462
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
54
shares
|
$1,361
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
52
shares
|
$1,310
0.0% of portfolio
|
Q4 2024
Added 246.67%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
39
shares
|
$983
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
24
shares
|
$605
0.0% of portfolio
|
Q2 2025
Reduced 99.99%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
24
shares
|
$605
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
24
shares
|
$605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
22
shares
|
$554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
21
shares
|
$529
0.0% of portfolio
|
Q2 2025
Reduced 98.5%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
18
shares
|
$453
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
17
shares
|
$428
0.0% of portfolio
|
Q2 2025
Reduced 93.8%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
10
shares
|
$252
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
8
shares
|
$201
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|