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 |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
868,268
shares
|
$22.6 Million
2.44% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
859,916
shares
|
$22.4 Million
1.82% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
853,353
shares
|
$22.2 Million
0.53% of portfolio
|
Q2 2025
Added 230.94%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
837,468
shares
|
$21.8 Million
6.04% of portfolio
|
Q2 2025
Reduced 16.77%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
836,624
shares
|
$21.8 Million
1.91% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
833,995
shares
|
$21.7 Million
3.58% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
830,036
shares
|
$21.6 Million
10.21% of portfolio
|
Q2 2025
Reduced 34.71%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jul 21, 2025 Q2 2025 |
829,155
shares
|
$21.6 Million
16.13% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
829,132
shares
|
$21.6 Million
3.66% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
826,668
shares
|
$21.5 Million
0.08% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
817,363
shares
|
$21.3 Million
0.05% of portfolio
|
Q2 2025
Added 1249.23%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
808,868
shares
|
$21.1 Million
16.16% of portfolio
|
Q2 2025
Reduced 27.3%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
804,893
shares
|
$21 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
799,030
shares
|
$20.8 Million
4.2% of portfolio
|
Q2 2025
Added 18.96%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
790,010
shares
|
$20.6 Million
1.34% of portfolio
|
Q2 2025
Added 28.12%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
789,849
shares
|
$20.6 Million
1.85% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
785,387
shares
|
$20.5 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
|
$20.4 Million
0.51% of portfolio
|
Q2 2022
Added 90.88%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
768,166
shares
|
$20 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
767,910
shares
|
$20 Million
2.92% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
756,029
shares
|
$19.7 Million
0.01% of portfolio
|
Q2 2025
Added 91.47%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
751,352
shares
|
$19.6 Million
1.87% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
751,290
shares
|
$19.6 Million
7.53% of portfolio
|
Q2 2025
Reduced 52.27%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
749,449
shares
|
$19.5 Million
4.05% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
743,439
shares
|
$19.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.56%
|