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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
1,050,818
shares
|
$25.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.9%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,047,956
shares
|
$25.7 Million
6.23% of portfolio
|
Q1 2025
Reduced 31.84%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,039,424
shares
|
$25.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
1,030,414
shares
|
$25.2 Million
11.26% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
1,026,046
shares
|
$25.1 Million
2.45% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
1,006,237
shares
|
$24.7 Million
7.28% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
999,350
shares
|
$24.5 Million
4.1% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
969,317
shares
|
$23.7 Million
4.7% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
968,876
shares
|
$23.7 Million
0.42% of portfolio
|
Q1 2025
Added 19.55%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
May 06, 2025 Q1 2025 |
958,364
shares
|
$23.5 Million
14.65% of portfolio
|
Q1 2025
Added 55.83%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
956,160
shares
|
$23.4 Million
1.75% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
950,964
shares
|
$23.3 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
947,696
shares
|
$23.2 Million
1.16% of portfolio
|
Q1 2025
Added 23.12%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
930,860
shares
|
$22.8 Million
0.74% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
908,659
shares
|
$22.3 Million
0.72% of portfolio
|
Q1 2025
Added 24.02%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
905,215
shares
|
$22.2 Million
7.15% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
902,778
shares
|
$22.1 Million
7.24% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
880,523
shares
|
$21.6 Million
1.99% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
877,876
shares
|
$21.5 Million
11.15% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
874,417
shares
|
$21.4 Million
13.06% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
873,465
shares
|
$21.4 Million
1.81% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
871,427
shares
|
$21.3 Million
1.28% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
851,606
shares
|
$20.9 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
844,983
shares
|
$20.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
840,658
shares
|
$20.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.76%
|