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 |
|---|---|---|---|---|---|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
302,439
shares
|
$8.02 Million
1.98% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
301,868
shares
|
$8.01 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
299,885
shares
|
$7.96 Million
2.1% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
291,669
shares
|
$7.74 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
291,256
shares
|
$7.73 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
290,332
shares
|
$7.7 Million
1.67% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
288,845
shares
|
$7.66 Million
0.75% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 27, 2025 Q3 2025 |
287,474
shares
|
$7.63 Million
13.35% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
286,388
shares
|
$7.6 Million
0.97% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
286,268
shares
|
$7.59 Million
3.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
286,248
shares
|
$7.59 Million
1.26% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
285,713
shares
|
$7.58 Million
2.21% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
285,320
shares
|
$7.57 Million
3.3% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
284,909
shares
|
$7.56 Million
1.29% of portfolio
|
Q2 2025
Added 32.41%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
283,890
shares
|
$7.53 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
282,621
shares
|
$7.5 Million
0.33% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
279,777
shares
|
$7.42 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
278,318
shares
|
$7.38 Million
2.17% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
274,107
shares
|
$7.27 Million
5.88% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
273,536
shares
|
$7.26 Million
0.51% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Oct 22, 2025 Q3 2025 |
272,968
shares
|
$7.24 Million
0.81% of portfolio
|
Q3 2025
Added 45.93%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
271,480
shares
|
$7.2 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
270,952
shares
|
$7.19 Million
2.77% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
269,383
shares
|
$7.15 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
267,073
shares
|
$7.09 Million
3.27% of portfolio
|
Q2 2025
Reduced 12.17%
|