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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
100,100
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
99,857
shares
|
$2.69 Million
0.4% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
99,459
shares
|
$2.68 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
98,674
shares
|
$2.66 Million
1.26% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
98,213
shares
|
$2.65 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
97,638
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
96,805
shares
|
$2.61 Million
2.28% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
96,556
shares
|
$2.61 Million
2.86% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
96,200
shares
|
$2.6 Million
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
94,864
shares
|
$2.56 Million
0.44% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
94,243
shares
|
$2.54 Million
0.08% of portfolio
|
Q3 2025
Reduced 29.21%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
93,959
shares
|
$2.54 Million
1.46% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
93,958
shares
|
$2.53 Million
0.02% of portfolio
|
Q3 2025
Added 39.42%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
93,402
shares
|
$2.52 Million
0.02% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
93,307
shares
|
$2.52 Million
0.45% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
93,000
shares
|
$2.51 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
92,661
shares
|
$2.5 Million
0.03% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
92,519
shares
|
$2.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.39%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
92,401
shares
|
$2.49 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
91,927
shares
|
$2.48 Million
0.14% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
91,408
shares
|
$2.47 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
91,030
shares
|
$2.46 Million
0.73% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Verum Partners LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
90,787
shares
|
$2.45 Million
0.51% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
90,323
shares
|
$2.44 Million
1.22% of portfolio
|
Q3 2025
Reduced 10.62%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
90,317
shares
|
$2.44 Million
0.27% of portfolio
|
Q3 2025
Added 9.47%
|