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 1,603 institutions that hold shares in the stock, with a total of 1.13 Billion shares, which have been reported (via 13F filing form) to have a value of $30.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
551,647
shares
|
$14.8 Million
0.19% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
536,254
shares
|
$14.4 Million
2.92% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
535,727
shares
|
$14.4 Million
5.72% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
532,143
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
524,647
shares
|
$14.1 Million
1.96% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
522,182
shares
|
$14.1 Million
6.68% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
521,686
shares
|
$14 Million
3.39% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
521,086
shares
|
$14 Million
6.26% of portfolio
|
Q1 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
520,886
shares
|
$14 Million
2.45% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
520,427
shares
|
$14 Million
10.65% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
519,593
shares
|
$14 Million
1.44% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
517,861
shares
|
$13.9 Million
1.33% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
512,517
shares
|
$13.8 Million
1.72% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
506,941
shares
|
$13.6 Million
1.77% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
506,127
shares
|
$13.6 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
505,939
shares
|
$13.6 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
501,528
shares
|
$13.5 Million
0.23% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
500,348
shares
|
$13.5 Million
5.53% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
499,490
shares
|
$13.4 Million
7.54% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
497,889
shares
|
$13.4 Million
0.26% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Nov 05, 2025 Q3 2025 |
495,277
shares
|
$13.3 Million
2.37% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
494,508
shares
|
$13.3 Million
0.62% of portfolio
|
Q3 2025
Added 22.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
492,590
shares
|
$13.3 Million
0.14% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
487,620
shares
|
$13.1 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
484,915
shares
|
$13 Million
0.28% of portfolio
|
Q2 2025
Added 2373.3%
|