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 1,631 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 |
|---|---|---|---|---|---|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
7,167,349
shares
|
$190 Million
6.84% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
6,464,641
shares
|
$172 Million
18.29% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
6,405,179
shares
|
$170 Million
16.49% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
6,154,009
shares
|
$163 Million
21.92% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,996,805
shares
|
$159 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,730,856
shares
|
$152 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,696,556
shares
|
$151 Million
0.01% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
5,485,242
shares
|
$146 Million
0.23% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,234,208
shares
|
$139 Million
29.13% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
5,133,075
shares
|
$136 Million
19.94% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
5,023,680
shares
|
$133 Million
1.13% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
4,956,697
shares
|
$132 Million
7.66% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
4,692,187
shares
|
$125 Million
2.98% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
4,479,882
shares
|
$119 Million
13.63% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
4,164,209
shares
|
$111 Million
7.63% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
4,119,628
shares
|
$109 Million
0.03% of portfolio
|
Q3 2025
Reduced 69.17%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,966,741
shares
|
$105 Million
31.25% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
3,915,580
shares
|
$104 Million
4.58% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,792,444
shares
|
$101 Million
9.6% of portfolio
|
Q2 2023
Added 7.47%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Oct 30, 2025 Q3 2025 |
3,664,859
shares
|
$97.3 Million
60.4% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,618,623
shares
|
$96 Million
6.97% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,601,795
shares
|
$95.6 Million
1.8% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
3,453,050
shares
|
$91.6 Million
0.02% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
3,414,766
shares
|
$90.6 Million
12.48% of portfolio
|
Q3 2025
Added 15.77%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
3,363,369
shares
|
$89.3 Million
32.06% of portfolio
|
Q3 2025
Added 2.56%
|
|