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 |
|---|---|---|---|---|---|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
48,643
shares
|
$1.31 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
48,603
shares
|
$1.31 Million
0.91% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
48,540
shares
|
$1.31 Million
0.25% of portfolio
|
Q2 2023
Reduced 0.95%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
47,845
shares
|
$1.29 Million
0.49% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
47,770
shares
|
$1.29 Million
0.79% of portfolio
|
Q3 2025
Reduced 26.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,422
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2020
Reduced 25.44%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
47,208
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
46,788
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Added 159.04%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
46,578
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
46,063
shares
|
$1.24 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
45,854
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2023
Reduced 23.67%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
45,725
shares
|
$1.23 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
45,687
shares
|
$1.23 Million
0.2% of portfolio
|
Q3 2025
Added 10.52%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Oct 09, 2025 Q3 2025 |
45,320
shares
|
$1.22 Million
0.79% of portfolio
|
Q3 2025
Added 304.03%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
45,161
shares
|
$1.22 Million
0.93% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
44,977
shares
|
$1.21 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
44,899
shares
|
$1.21 Million
0.81% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
44,749
shares
|
$1.21 Million
0.48% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
44,687
shares
|
$1.21 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
44,601
shares
|
$1.2 Million
0.56% of portfolio
|
Q3 2025
Added 20.7%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
44,577
shares
|
$1.2 Million
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
44,440
shares
|
$1.2 Million
0.26% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
44,364
shares
|
$1.2 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
44,318
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
44,247
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2025
Added 43.79%
|