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 1,629 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Barden Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
266,107
shares
|
$7.06 Million
5.83% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
262,338
shares
|
$6.96 Million
1.79% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
259,750
shares
|
$6.89 Million
0.14% of portfolio
|
Q3 2025
Added 67.01%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
257,672
shares
|
$6.84 Million
2.37% of portfolio
|
Q3 2025
Added 240.06%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
257,404
shares
|
$6.83 Million
0.48% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
257,019
shares
|
$6.82 Million
1.64% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
256,585
shares
|
$6.81 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
253,123
shares
|
$6.72 Million
0.28% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
251,254
shares
|
$6.67 Million
5.28% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
250,329
shares
|
$6.64 Million
0.18% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
249,841
shares
|
$6.63 Million
0.39% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
248,717
shares
|
$6.6 Million
1.13% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
248,414
shares
|
$6.59 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
247,863
shares
|
$6.58 Million
1.79% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
246,825
shares
|
$6.55 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
245,025
shares
|
$6.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 70.02%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
244,817
shares
|
$6.5 Million
3.34% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
242,037
shares
|
$6.42 Million
1.87% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
239,923
shares
|
$6.37 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
239,406
shares
|
$6.35 Million
0.15% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
236,978
shares
|
$6.29 Million
0.0% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
235,998
shares
|
$6.26 Million
5.03% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
234,798
shares
|
$6.23 Million
1.5% of portfolio
|
Q3 2025
Reduced 4.93%
|