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 1,634 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 |
|---|---|---|---|---|---|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
140,311
shares
|
$3.72 Million
0.86% of portfolio
|
Q3 2025
Reduced 25.77%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
139,805
shares
|
$3.71 Million
0.33% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
139,125
shares
|
$3.69 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
136,750
shares
|
$3.63 Million
2.76% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
136,430
shares
|
$3.62 Million
1.4% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
136,367
shares
|
$3.62 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
135,857
shares
|
$3.61 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 24, 2025 Q3 2025 |
135,842
shares
|
$3.61 Million
4.34% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
134,895
shares
|
$3.58 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
134,107
shares
|
$3.56 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
133,851
shares
|
$3.55 Million
1.08% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
133,284
shares
|
$3.54 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
132,302
shares
|
$3.51 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
132,144
shares
|
$3.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
131,666
shares
|
$3.49 Million
0.79% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
131,535
shares
|
$3.49 Million
0.51% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
130,613
shares
|
$3.47 Million
2.18% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
130,519
shares
|
$3.46 Million
1.7% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
130,337
shares
|
$3.46 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
130,185
shares
|
$3.46 Million
2.16% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
129,493
shares
|
$3.44 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
129,200
shares
|
$3.43 Million
1.5% of portfolio
|
Q3 2022
Reduced 0.93%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
129,121
shares
|
$3.43 Million
3.14% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
128,614
shares
|
$3.41 Million
0.12% of portfolio
|
Q4 2025
Reduced 12.49%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
128,399
shares
|
$3.41 Million
0.38% of portfolio
|
Q3 2025
Added 16.0%
|
|