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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
737,542
shares
|
$19.2 Million
1.24% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
737,537
shares
|
$19.2 Million
1.4% of portfolio
|
Q2 2025
Added 25.72%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
731,251
shares
|
$19 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
|
$19 Million
0.78% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
724,705
shares
|
$18.9 Million
3.68% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
697,746
shares
|
$18.2 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
691,015
shares
|
$18 Million
2.03% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
690,681
shares
|
$18 Million
3.42% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
662,805
shares
|
$17.3 Million
4.09% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Red Cedar Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
656,462
shares
|
$17.1 Million
2.06% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
654,506
shares
|
$17 Million
0.63% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
644,696
shares
|
$16.8 Million
12.29% of portfolio
|
Q2 2025
Added 14.23%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
642,869
shares
|
$16.7 Million
6.19% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
635,073
shares
|
$16.5 Million
7.15% of portfolio
|
Q4 2024
Added 186.98%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
622,584
shares
|
$16.2 Million
1.27% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
617,821
shares
|
$16.1 Million
7.05% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
611,833
shares
|
$15.9 Million
0.04% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
607,569
shares
|
$15.8 Million
2.94% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
606,647
shares
|
$15.8 Million
10.09% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
602,502
shares
|
$15.7 Million
3.71% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
592,045
shares
|
$15.4 Million
0.44% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
573,799
shares
|
$14.9 Million
2.78% of portfolio
|
Q2 2025
Reduced 49.9%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
573,497
shares
|
$14.9 Million
5.08% of portfolio
|
Q4 2024
New holding
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
573,102
shares
|
$14.9 Million
12.59% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
566,599
shares
|
$14.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.67%
|