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 |
|---|---|---|---|---|---|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
112,956
shares
|
$3 Million
4.01% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
112,547
shares
|
$2.99 Million
0.04% of portfolio
|
Q3 2025
Reduced 17.26%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
111,331
shares
|
$2.95 Million
1.89% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
110,980
shares
|
$2.94 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Nov 04, 2025 Q3 2025 |
110,349
shares
|
$2.93 Million
2.95% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
109,895
shares
|
$2.92 Million
0.14% of portfolio
|
Q3 2025
Reduced 67.17%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
109,837
shares
|
$2.91 Million
0.14% of portfolio
|
Q3 2022
Added 37.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
108,999
shares
|
$2.89 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
108,766
shares
|
$2.89 Million
0.91% of portfolio
|
Q1 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
107,095
shares
|
$2.84 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
107,017
shares
|
$2.84 Million
0.73% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
106,698
shares
|
$2.83 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
106,311
shares
|
$2.82 Million
0.11% of portfolio
|
Q2 2025
Reduced 36.55%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
105,425
shares
|
$2.8 Million
0.58% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
105,341
shares
|
$2.79 Million
0.72% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
103,741
shares
|
$2.75 Million
2.12% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
103,005
shares
|
$2.73 Million
0.44% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
102,882
shares
|
$2.73 Million
1.34% of portfolio
|
Q3 2025
New holding
|
|
|
Phocas Financial Corp.
Alameda, CA |
Aug 05, 2025 Q2 2025 |
102,081
shares
|
$2.71 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
101,686
shares
|
$2.7 Million
0.11% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
101,233
shares
|
$2.69 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
100,598
shares
|
$2.67 Million
0.24% of portfolio
|
Q2 2025
Reduced 21.77%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
100,406
shares
|
$2.66 Million
0.72% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Nov 07, 2025 Q3 2025 |
100,198
shares
|
$2.66 Million
0.9% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
100,100
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
New holding
|