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 1,633 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 $30.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
372,350
shares
|
$9.88 Million
2.55% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
372,290
shares
|
$9.88 Million
7.93% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
372,147
shares
|
$9.88 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
372,077
shares
|
$9.87 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
366,118
shares
|
$9.72 Million
0.28% of portfolio
|
Q3 2023
Reduced 2.73%
|
|
|
Raine Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
364,013
shares
|
$9.66 Million
76.13% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
361,003
shares
|
$9.58 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
357,096
shares
|
$9.48 Million
3.74% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
355,342
shares
|
$9.43 Million
1.19% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
355,202
shares
|
$9.43 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
352,523
shares
|
$9.36 Million
0.56% of portfolio
|
Q4 2025
Added 2.12%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
345,064
shares
|
$9.16 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
338,137
shares
|
$8.97 Million
0.11% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
337,546
shares
|
$8.96 Million
0.03% of portfolio
|
Q3 2025
Added 61.04%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
337,541
shares
|
$8.96 Million
4.07% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
332,378
shares
|
$8.82 Million
0.3% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
331,550
shares
|
$8.8 Million
1.43% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
330,062
shares
|
$8.76 Million
1.42% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
327,846
shares
|
$8.7 Million
1.79% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
327,660
shares
|
$8.7 Million
0.25% of portfolio
|
Q3 2025
Added 12.34%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
319,235
shares
|
$8.47 Million
1.0% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
314,287
shares
|
$8.34 Million
1.87% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
311,639
shares
|
$8.27 Million
9.15% of portfolio
|
Q3 2025
Reduced 24.02%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
310,835
shares
|
$8.25 Million
0.17% of portfolio
|
Q4 2025
Added 6.72%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
310,300
shares
|
$8.24 Million
0.16% of portfolio
|
Q1 2025
Added 0.24%
|
|