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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
690,681
shares
|
$16.9 Million
3.42% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
671,683
shares
|
$16.5 Million
3.81% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
671,491
shares
|
$16.5 Million
6.36% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
669,424
shares
|
$16.4 Million
3.68% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
666,524
shares
|
$16.3 Million
4.05% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
654,506
shares
|
$16 Million
0.63% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
650,337
shares
|
$15.9 Million
0.0% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
635,073
shares
|
$15.6 Million
7.15% of portfolio
|
Q4 2024
Added 186.98%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
631,615
shares
|
$15.5 Million
5.92% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
622,584
shares
|
$15.3 Million
1.27% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
619,738
shares
|
$15.2 Million
6.83% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
607,569
shares
|
$14.9 Million
2.94% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
602,490
shares
|
$14.8 Million
3.48% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
586,663
shares
|
$14.4 Million
1.06% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
573,799
shares
|
$14.1 Million
2.78% of portfolio
|
Q2 2025
Reduced 49.9%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
573,497
shares
|
$14.1 Million
5.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
569,000
shares
|
$13.9 Million
9.44% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
566,599
shares
|
$13.9 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
566,227
shares
|
$13.9 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
564,364
shares
|
$13.8 Million
11.08% of portfolio
|
Q1 2025
Added 39.32%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
544,607
shares
|
$13.3 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
542,522
shares
|
$13.3 Million
6.7% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
541,335
shares
|
$13.3 Million
2.85% of portfolio
|
Q1 2025
Added 96.71%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
541,026
shares
|
$13.3 Million
1.79% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
539,658
shares
|
$13.2 Million
1.96% of portfolio
|
Q1 2025
Reduced 0.68%
|