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 1,608 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 $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
76,304
shares
|
$2.06 Million
0.78% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
75,845
shares
|
$2.05 Million
0.28% of portfolio
|
Q4 2022
Reduced 7.41%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
75,548
shares
|
$2.04 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
75,232
shares
|
$2.03 Million
1.13% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
75,099
shares
|
$2.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
74,757
shares
|
$2.02 Million
0.2% of portfolio
|
Q3 2025
Reduced 19.35%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
74,718
shares
|
$2.02 Million
0.22% of portfolio
|
Q2 2025
Reduced 20.99%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
74,491
shares
|
$2.01 Million
0.09% of portfolio
|
Q3 2025
Added 167.94%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
73,902
shares
|
$1.99 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
73,718
shares
|
$1.99 Million
0.99% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
73,683
shares
|
$1.99 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
73,513
shares
|
$1.98 Million
0.11% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
73,367
shares
|
$1.98 Million
0.12% of portfolio
|
Q3 2025
Reduced 26.84%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
73,278
shares
|
$1.98 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
73,108
shares
|
$1.97 Million
0.1% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
72,816
shares
|
$1.96 Million
0.52% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
72,738
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
72,007
shares
|
$1.94 Million
0.2% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 08, 2025 Q2 2025 |
71,603
shares
|
$1.93 Million
3.04% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
71,050
shares
|
$1.92 Million
0.2% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
70,396
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
70,205
shares
|
$1.89 Million
0.58% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
70,122
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
70,093
shares
|
$1.89 Million
0.12% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
70,018
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2025
Added 0.08%
|