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 |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
229,919
shares
|
$6.1 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
229,433
shares
|
$6.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
229,328
shares
|
$6.09 Million
0.03% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
228,415
shares
|
$6.06 Million
0.11% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
227,085
shares
|
$6.03 Million
2.15% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
226,987
shares
|
$6.02 Million
2.0% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Nov 17, 2025 Q3 2025 |
226,247
shares
|
$6 Million
3.89% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
225,572
shares
|
$5.99 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
224,486
shares
|
$5.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 42.88%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
223,762
shares
|
$5.94 Million
0.39% of portfolio
|
Q3 2025
Added 1601.48%
|
|
|
Eagle Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
221,585
shares
|
$5.88 Million
2.17% of portfolio
|
Q4 2025
Added 1.81%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
220,868
shares
|
$5.86 Million
0.15% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
219,984
shares
|
$5.84 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
218,496
shares
|
$5.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
217,543
shares
|
$5.77 Million
0.08% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
216,776
shares
|
$5.75 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
215,796
shares
|
$5.73 Million
1.32% of portfolio
|
Q3 2025
Reduced 11.6%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
215,223
shares
|
$5.71 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
212,871
shares
|
$5.65 Million
3.73% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
212,771
shares
|
$5.65 Million
0.3% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
209,170
shares
|
$5.55 Million
2.25% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
208,155
shares
|
$5.52 Million
0.98% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
206,932
shares
|
$5.49 Million
0.83% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
205,724
shares
|
$5.46 Million
0.0% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
203,219
shares
|
$5.39 Million
0.18% of portfolio
|
Q3 2025
Added 314.76%
|
|