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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
230,325
shares
|
$6.11 Million
0.02% of portfolio
|
Q2 2025
Added 116.46%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
229,919
shares
|
$6.1 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
229,386
shares
|
$6.09 Million
2.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
229,328
shares
|
$6.08 Million
0.03% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
227,085
shares
|
$6.02 Million
2.15% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
225,572
shares
|
$5.98 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Aug 15, 2025 Q2 2025 |
224,267
shares
|
$5.95 Million
4.27% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
223,762
shares
|
$5.94 Million
0.39% of portfolio
|
Q3 2025
Added 1601.48%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
223,710
shares
|
$5.94 Million
0.4% of portfolio
|
Q2 2025
Added 22.61%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
220,868
shares
|
$5.86 Million
0.15% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
218,496
shares
|
$5.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Eagle Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
217,636
shares
|
$5.77 Million
2.17% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
217,543
shares
|
$5.77 Million
0.08% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
216,776
shares
|
$5.75 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
215,796
shares
|
$5.73 Million
1.32% of portfolio
|
Q3 2025
Reduced 11.6%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
215,223
shares
|
$5.71 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
212,871
shares
|
$5.65 Million
3.73% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
212,771
shares
|
$5.64 Million
0.3% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
209,602
shares
|
$5.56 Million
0.02% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
209,170
shares
|
$5.55 Million
2.25% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
208,155
shares
|
$5.52 Million
0.98% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
206,865
shares
|
$5.49 Million
0.84% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
202,214
shares
|
$5.36 Million
0.0% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
201,057
shares
|
$5.33 Million
2.6% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
200,995
shares
|
$5.33 Million
0.94% of portfolio
|
Q3 2025
Reduced 9.43%
|