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 |
|---|---|---|---|---|---|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
16,800
shares
|
$445,872
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
16,730
shares
|
$444,014
0.13% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
16,687
shares
|
$442,872
0.37% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
16,569
shares
|
$439,741
0.15% of portfolio
|
Q3 2025
Reduced 23.92%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
16,485
shares
|
$437,511
0.11% of portfolio
|
Q1 2025
Reduced 58.07%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
16,476
shares
|
$437,273
0.07% of portfolio
|
Q3 2025
Reduced 15.51%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
16,392
shares
|
$435,043
0.52% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
16,341
shares
|
$433,690
0.06% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
16,340
shares
|
$433,663
0.03% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
16,306
shares
|
$432,761
0.33% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
16,251
shares
|
$431,301
0.09% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
16,233
shares
|
$430,823
0.0% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
16,141
shares
|
$428,382
0.02% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
16,134
shares
|
$428,196
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
16,119
shares
|
$427,798
0.18% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
16,066
shares
|
$426,391
0.06% of portfolio
|
Q2 2025
Added 48.86%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
15,986
shares
|
$424,268
0.01% of portfolio
|
Q3 2025
Reduced 23.97%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
15,968
shares
|
$423,790
0.04% of portfolio
|
Q3 2025
Reduced 68.7%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
15,914
shares
|
$422,357
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
15,864
shares
|
$421,030
0.05% of portfolio
|
Q2 2025
Reduced 19.61%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
15,852
shares
|
$420,712
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
15,804
shares
|
$419,438
0.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
15,761
shares
|
$418,296
0.06% of portfolio
|
Q3 2025
Added 35.86%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
15,720
shares
|
$417,208
0.03% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
15,641
shares
|
$415,112
0.39% of portfolio
|
Q3 2025
Added 19.85%
|
|