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 |
|---|---|---|---|---|---|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
1,046,726
shares
|
$27.3 Million
4.45% of portfolio
|
Q2 2025
Added 3877.07%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
1,036,958
shares
|
$27 Million
6.83% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,027,769
shares
|
$26.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Aug 13, 2025 Q2 2025 |
1,018,767
shares
|
$26.5 Million
16.03% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
1,010,320
shares
|
$26.3 Million
11.35% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
983,538
shares
|
$25.6 Million
1.26% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
982,028
shares
|
$25.6 Million
0.73% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
970,357
shares
|
$25.3 Million
0.0% of portfolio
|
Q2 2025
Added 49.21%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
968,329
shares
|
$25.2 Million
8.19% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
963,847
shares
|
$25.1 Million
7.59% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
963,340
shares
|
$25.1 Million
0.22% of portfolio
|
Q2 2025
Added 541.06%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
962,323
shares
|
$25.1 Million
1.35% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
957,527
shares
|
$24.9 Million
1.75% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
950,964
shares
|
$24.8 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
950,382
shares
|
$24.8 Million
4.66% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
947,768
shares
|
$24.7 Million
0.02% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
935,361
shares
|
$24.4 Million
0.52% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
932,035
shares
|
$24.3 Million
0.03% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
931,112
shares
|
$24.3 Million
0.04% of portfolio
|
Q2 2025
Added 33.36%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
930,860
shares
|
$24.2 Million
0.74% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
927,718
shares
|
$24.2 Million
3.95% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
891,227
shares
|
$23.2 Million
2.18% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
881,334
shares
|
$23 Million
11.2% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
874,417
shares
|
$22.8 Million
13.06% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
872,599
shares
|
$22.7 Million
7.9% of portfolio
|
Q2 2025
Added 8.02%
|