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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
26,978
shares
|
$727,866
0.03% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
26,934
shares
|
$726,679
0.05% of portfolio
|
Q3 2025
Reduced 33.52%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
26,727
shares
|
$721,094
0.05% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
26,698
shares
|
$720,312
0.02% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
26,679
shares
|
$719,799
0.03% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
26,640
shares
|
$718,747
0.05% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
26,379
shares
|
$711,705
0.1% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
26,357
shares
|
$711,111
0.03% of portfolio
|
Q2 2025
Added 49.26%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
26,083
shares
|
$703,719
0.08% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
26,034
shares
|
$702,397
0.28% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
25,994
shares
|
$701,318
0.03% of portfolio
|
Q3 2025
Reduced 40.07%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
25,940
shares
|
$699,861
0.05% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
25,864
shares
|
$697,810
0.07% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
25,801
shares
|
$696,110
0.21% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
25,582
shares
|
$690,202
0.07% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
25,450
shares
|
$686,641
0.8% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
25,412
shares
|
$685,615
0.04% of portfolio
|
Q3 2025
Added 16.97%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
25,407
shares
|
$685,480
0.23% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
25,379
shares
|
$684,725
0.08% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
25,376
shares
|
$684,644
0.44% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
25,348
shares
|
$683,889
0.04% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
25,336
shares
|
$683,565
0.34% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
25,328
shares
|
$683,349
0.12% of portfolio
|
Q3 2025
Added 125.78%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
25,273
shares
|
$681,865
0.12% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
25,083
shares
|
$676,739
0.05% of portfolio
|
Q3 2023
Reduced 3.47%
|