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 |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
839,437
shares
|
$20.6 Million
1.89% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
837,108
shares
|
$20.5 Million
3.68% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
835,317
shares
|
$20.5 Million
1.76% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
826,668
shares
|
$20.3 Million
0.08% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
821,397
shares
|
$20.1 Million
3.62% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
818,854
shares
|
$20.1 Million
0.02% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
May 06, 2025 Q1 2025 |
815,975
shares
|
$20 Million
15.44% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
807,894
shares
|
$19.8 Million
2.68% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
807,828
shares
|
$19.8 Million
8.38% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
804,893
shares
|
$19.7 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
790,010
shares
|
$19.4 Million
1.34% of portfolio
|
Q2 2025
Added 28.12%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
785,387
shares
|
$19.2 Million
5.42% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
781,244
shares
|
$19.1 Million
0.51% of portfolio
|
Q2 2022
Added 90.88%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
777,996
shares
|
$19.1 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
771,418
shares
|
$18.9 Million
1.74% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
768,327
shares
|
$18.8 Million
1.3% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
767,768
shares
|
$18.8 Million
2.15% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
731,251
shares
|
$17.9 Million
3.8% of portfolio
|
Q3 2022
Added 3.4%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
731,196
shares
|
$17.9 Million
0.78% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
724,705
shares
|
$17.8 Million
3.68% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
723,045
shares
|
$17.7 Million
2.24% of portfolio
|
Q1 2025
Reduced 23.15%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
722,818
shares
|
$17.7 Million
1.77% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
712,534
shares
|
$17.5 Million
0.41% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
705,265
shares
|
$17.3 Million
0.78% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
698,203
shares
|
$17.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.8%
|