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 1,605 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
154,716
shares
|
$4.1 Million
0.15% of portfolio
|
Q2 2025
Added 23.88%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
153,721
shares
|
$4.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
153,609
shares
|
$4.08 Million
4.91% of portfolio
|
Q4 2024
Added 192.66%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
152,491
shares
|
$4.05 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
151,707
shares
|
$4.02 Million
0.89% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
151,666
shares
|
$4.02 Million
0.62% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
151,399
shares
|
$4.02 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
151,058
shares
|
$4.01 Million
0.78% of portfolio
|
Q2 2025
Added 279.02%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
150,912
shares
|
$4 Million
3.86% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
150,787
shares
|
$4 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
150,744
shares
|
$4 Million
0.32% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
150,493
shares
|
$3.99 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
150,126
shares
|
$3.98 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
149,790
shares
|
$3.97 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 31, 2025 Q3 2025 |
149,287
shares
|
$3.96 Million
9.63% of portfolio
|
Q3 2025
Reduced 88.95%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
149,253
shares
|
$3.96 Million
3.1% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
147,910
shares
|
$3.92 Million
0.01% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
147,907
shares
|
$3.92 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
147,570
shares
|
$3.92 Million
0.68% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
147,564
shares
|
$3.91 Million
4.32% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
146,963
shares
|
$3.9 Million
0.15% of portfolio
|
Q3 2025
Added 30.4%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
146,703
shares
|
$3.89 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
146,558
shares
|
$3.89 Million
0.29% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
145,346
shares
|
$3.86 Million
0.31% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
144,078
shares
|
$3.82 Million
0.67% of portfolio
|
Q2 2025
Added 3.75%
|