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 |
|---|---|---|---|---|---|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
127,621
shares
|
$3.39 Million
1.58% of portfolio
|
Q1 2025
Reduced 44.11%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
126,984
shares
|
$3.37 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
126,942
shares
|
$3.37 Million
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
126,880
shares
|
$3.37 Million
2.3% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
126,237
shares
|
$3.35 Million
0.92% of portfolio
|
Q3 2025
Added 36.64%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
125,310
shares
|
$3.33 Million
4.56% of portfolio
|
Q2 2022
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
125,288
shares
|
$3.33 Million
0.05% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
123,485
shares
|
$3.28 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
122,692
shares
|
$3.26 Million
0.01% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
122,631
shares
|
$3.25 Million
0.38% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
120,508
shares
|
$3.2 Million
1.04% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
120,396
shares
|
$3.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
120,311
shares
|
$3.19 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
119,940
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 77.46%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
119,257
shares
|
$3.17 Million
3.27% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
117,764
shares
|
$3.13 Million
0.08% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
117,349
shares
|
$3.11 Million
1.74% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
117,204
shares
|
$3.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 23.76%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
117,114
shares
|
$3.11 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
116,851
shares
|
$3.1 Million
1.88% of portfolio
|
Q4 2023
Reduced 1.94%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
116,670
shares
|
$3.1 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
116,605
shares
|
$3.09 Million
0.04% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Flower City Capital
|
Oct 08, 2025 Q3 2025 |
116,483
shares
|
$3.09 Million
1.66% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
116,349
shares
|
$3.09 Million
1.51% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
115,411
shares
|
$3.06 Million
1.03% of portfolio
|
Q3 2025
Reduced 3.43%
|
|