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 |
|---|---|---|---|---|---|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
64,053
shares
|
$1.7 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
63,840
shares
|
$1.69 Million
0.3% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
63,684
shares
|
$1.69 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
63,649
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
63,580
shares
|
$1.69 Million
0.58% of portfolio
|
Q3 2025
Added 92.01%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
63,563
shares
|
$1.69 Million
0.26% of portfolio
|
Q3 2022
Added 64.08%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
63,563
shares
|
$1.69 Million
0.88% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
63,470
shares
|
$1.68 Million
0.25% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
63,409
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
63,267
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Added 16.44%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
63,121
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
62,752
shares
|
$1.67 Million
0.59% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
62,350
shares
|
$1.65 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
62,028
shares
|
$1.65 Million
0.81% of portfolio
|
Q4 2024
Added 190.67%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
61,836
shares
|
$1.64 Million
0.92% of portfolio
|
Q3 2022
Reduced 7.04%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
61,812
shares
|
$1.64 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
61,679
shares
|
$1.64 Million
0.24% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
61,547
shares
|
$1.63 Million
0.8% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
61,034
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
60,846
shares
|
$1.61 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
60,644
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Added 24.98%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
60,618
shares
|
$1.61 Million
0.08% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
60,321
shares
|
$1.6 Million
0.59% of portfolio
|
Q2 2025
Reduced 23.91%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
60,292
shares
|
$1.6 Million
0.2% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
60,288
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|