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 1,633 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 $30.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
306,233
shares
|
$8.13 Million
3.77% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
306,154
shares
|
$8.13 Million
3.44% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
305,493
shares
|
$8.11 Million
10.2% of portfolio
|
Q2 2023
Added 101731.0%
|
|
|
Argent Capital Management LLC
|
Jan 05, 2026 Q4 2025 |
304,137
shares
|
$8.07 Million
0.22% of portfolio
|
Q4 2025
Added 1867.25%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
303,354
shares
|
$8.05 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
303,145
shares
|
$8.05 Million
0.56% of portfolio
|
Q2 2023
New holding
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
302,439
shares
|
$8.03 Million
1.98% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
300,383
shares
|
$7.97 Million
0.99% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
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%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
293,530
shares
|
$7.79 Million
2.52% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
291,256
shares
|
$7.73 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
288,845
shares
|
$7.67 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%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
286,268
shares
|
$7.6 Million
3.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
286,248
shares
|
$7.6 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%
|
|
|
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%
|
|
|
Barden Capital Management, Inc.
|
Jan 06, 2026 Q4 2025 |
281,185
shares
|
$7.46 Million
6.21% of portfolio
|
Q4 2025
Added 5.67%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
279,777
shares
|
$7.43 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
279,291
shares
|
$7.41 Million
3.4% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
278,480
shares
|
$7.39 Million
1.56% of portfolio
|
Q4 2025
Reduced 3.02%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
278,318
shares
|
$7.39 Million
2.17% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
272,968
shares
|
$7.24 Million
0.81% of portfolio
|
Q3 2025
Added 45.93%
|
|