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 |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
68,950
shares
|
$1.86 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
68,324
shares
|
$1.84 Million
1.29% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
68,312
shares
|
$1.84 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
68,040
shares
|
$1.84 Million
0.1% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
67,922
shares
|
$1.83 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
67,827
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
67,668
shares
|
$1.83 Million
0.31% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
67,623
shares
|
$1.82 Million
0.17% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
67,611
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
67,541
shares
|
$1.82 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
66,787
shares
|
$1.8 Million
1.32% of portfolio
|
Q1 2023
Added 1.97%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
66,701
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
66,631
shares
|
$1.8 Million
0.55% of portfolio
|
Q3 2025
Reduced 11.39%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
66,319
shares
|
$1.79 Million
0.26% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
66,265
shares
|
$1.79 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
66,002
shares
|
$1.78 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
65,910
shares
|
$1.78 Million
0.12% of portfolio
|
Q4 2023
Added 12.65%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
65,730
shares
|
$1.77 Million
0.47% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
64,574
shares
|
$1.74 Million
0.06% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
64,482
shares
|
$1.74 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
64,390
shares
|
$1.74 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
64,345
shares
|
$1.74 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
64,220
shares
|
$1.73 Million
0.1% of portfolio
|
Q4 2024
Added 196.93%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
63,840
shares
|
$1.72 Million
0.3% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
63,684
shares
|
$1.72 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.54%
|