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 |
|---|---|---|---|---|---|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
179,680
shares
|
$4.77 Million
1.88% of portfolio
|
Q3 2025
Reduced 19.76%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
177,772
shares
|
$4.72 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
177,587
shares
|
$4.71 Million
1.85% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
176,617
shares
|
$4.69 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
176,470
shares
|
$4.68 Million
1.14% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
175,506
shares
|
$4.66 Million
1.27% of portfolio
|
Q3 2025
Reduced 79.04%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
175,371
shares
|
$4.65 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
174,050
shares
|
$4.62 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
172,600
shares
|
$4.58 Million
1.86% of portfolio
|
Q4 2022
Added 1.84%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
172,432
shares
|
$4.58 Million
1.56% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
170,778
shares
|
$4.53 Million
3.39% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
168,317
shares
|
$4.47 Million
3.06% of portfolio
|
Q3 2025
Added 12.77%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
167,732
shares
|
$4.45 Million
2.08% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
166,630
shares
|
$4.42 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Nov 03, 2025 Q3 2025 |
165,891
shares
|
$4.4 Million
2.02% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
165,786
shares
|
$4.4 Million
0.18% of portfolio
|
Q3 2025
Added 29.01%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
165,455
shares
|
$4.39 Million
0.01% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
164,969
shares
|
$4.38 Million
2.41% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
164,656
shares
|
$4.37 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
163,386
shares
|
$4.34 Million
0.16% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
163,157
shares
|
$4.33 Million
2.67% of portfolio
|
Q2 2023
Reduced 0.77%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
162,978
shares
|
$4.33 Million
0.14% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
162,813
shares
|
$4.32 Million
0.74% of portfolio
|
Q3 2025
Added 13.0%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
160,670
shares
|
$4.26 Million
0.04% of portfolio
|
Q4 2025
Added 7.26%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
159,817
shares
|
$4.24 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.66%
|
|