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 1,602 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 $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
368,790
shares
|
$9.78 Million
2.49% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
367,485
shares
|
$9.75 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
366,118
shares
|
$9.71 Million
0.28% of portfolio
|
Q3 2023
Reduced 2.73%
|
|
|
Raine Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
363,465
shares
|
$9.64 Million
55.84% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
361,003
shares
|
$9.58 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
357,096
shares
|
$9.47 Million
3.74% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
355,342
shares
|
$9.43 Million
1.19% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
355,202
shares
|
$9.42 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
345,197
shares
|
$9.16 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
338,137
shares
|
$8.97 Million
0.11% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
337,541
shares
|
$8.95 Million
4.07% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
336,219
shares
|
$8.92 Million
1.69% of portfolio
|
Q2 2025
Added 45.97%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
330,062
shares
|
$8.76 Million
1.42% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
328,190
shares
|
$8.71 Million
1.85% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
319,235
shares
|
$8.47 Million
1.0% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
319,223
shares
|
$8.47 Million
0.31% of portfolio
|
Q2 2025
Added 69.8%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
314,770
shares
|
$8.35 Million
0.86% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
314,287
shares
|
$8.34 Million
1.87% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
312,507
shares
|
$8.29 Million
2.56% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
311,639
shares
|
$8.27 Million
9.15% of portfolio
|
Q3 2025
Reduced 24.02%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
310,300
shares
|
$8.23 Million
0.17% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
306,233
shares
|
$8.12 Million
3.77% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
306,154
shares
|
$8.12 Million
3.44% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
305,493
shares
|
$8.1 Million
10.2% of portfolio
|
Q2 2023
Added 101731.0%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
303,145
shares
|
$8.04 Million
0.56% of portfolio
|
Q2 2023
New holding
|