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 1,602 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 $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,142,472
shares
|
$84.6 Million
0.53% of portfolio
|
Q2 2025
Added 976.06%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
3,106,087
shares
|
$83.6 Million
0.82% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,050,134
shares
|
$82.1 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,042,745
shares
|
$81.9 Million
0.55% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
2,949,522
shares
|
$79.4 Million
10.52% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
2,912,790
shares
|
$78.4 Million
13.41% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,890,979
shares
|
$77.8 Million
1.15% of portfolio
|
Q3 2025
Added 531.73%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
2,749,700
shares
|
$74 Million
16.37% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
2,727,624
shares
|
$73.4 Million
12.27% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,689,581
shares
|
$72.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
2,641,984
shares
|
$71.1 Million
13.62% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
2,604,134
shares
|
$70.1 Million
1.36% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
2,558,273
shares
|
$68.8 Million
4.19% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,553,030
shares
|
$68.7 Million
0.56% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
2,537,597
shares
|
$68.3 Million
5.59% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
2,498,121
shares
|
$67.2 Million
0.37% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
2,492,890
shares
|
$67.1 Million
4.52% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,489,469
shares
|
$67 Million
4.59% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,363,403
shares
|
$63.6 Million
4.57% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,336,816
shares
|
$62.9 Million
5.04% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
2,327,677
shares
|
$62.6 Million
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,312,055
shares
|
$62.2 Million
0.04% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
2,289,295
shares
|
$61.6 Million
6.51% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
2,282,257
shares
|
$61.4 Million
3.54% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
2,244,984
shares
|
$60.4 Million
13.21% of portfolio
|
Q3 2025
Reduced 1.56%
|