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 1,608 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 $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
200,995
shares
|
$5.42 Million
0.94% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
200,097
shares
|
$5.4 Million
1.07% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
200,019
shares
|
$5.4 Million
1.69% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
197,824
shares
|
$5.34 Million
0.12% of portfolio
|
Q3 2025
Added 72.92%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
196,286
shares
|
$5.3 Million
2.97% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
194,727
shares
|
$5.25 Million
1.55% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
192,293
shares
|
$5.19 Million
1.63% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
191,864
shares
|
$5.18 Million
0.02% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
189,182
shares
|
$5.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Asset Planning Services Inc
|
Oct 16, 2025 Q3 2025 |
188,702
shares
|
$5.09 Million
2.09% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
187,677
shares
|
$5.06 Million
0.01% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
186,081
shares
|
$5.02 Million
3.63% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
185,345
shares
|
$5 Million
2.47% of portfolio
|
Q2 2025
Added 222.69%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
185,258
shares
|
$5 Million
2.15% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
185,178
shares
|
$5 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
184,134
shares
|
$4.97 Million
0.06% of portfolio
|
Q3 2025
Added 35.08%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
182,759
shares
|
$4.93 Million
0.18% of portfolio
|
Q4 2024
Added 200.24%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
182,562
shares
|
$4.93 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
181,479
shares
|
$4.9 Million
1.33% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
181,420
shares
|
$4.89 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
180,928
shares
|
$4.88 Million
3.12% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
180,897
shares
|
$4.88 Million
1.43% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
180,361
shares
|
$4.87 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.8%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
180,221
shares
|
$4.86 Million
2.03% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
179,680
shares
|
$4.85 Million
1.88% of portfolio
|
Q3 2025
Reduced 19.76%
|