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 1,631 institutions that hold shares in the stock, with a total of 1.14 Billion shares, which have been reported (via 13F filing form) to have a value of $30.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,178,760
shares
|
$57.8 Million
0.01% of portfolio
|
Q3 2025
Added 12.13%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
2,168,519
shares
|
$57.6 Million
4.89% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
2,164,222
shares
|
$57.4 Million
13.58% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
2,163,795
shares
|
$57.4 Million
0.04% of portfolio
|
Q3 2025
Added 128.3%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
2,106,667
shares
|
$55.9 Million
9.21% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,099,179
shares
|
$55.7 Million
1.39% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
2,088,693
shares
|
$55.4 Million
7.7% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,014,787
shares
|
$53.5 Million
0.01% of portfolio
|
Q2 2025
Added 16.6%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,960,206
shares
|
$52 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,948,893
shares
|
$51.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
1,937,722
shares
|
$51.4 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
1,926,244
shares
|
$51.1 Million
12.63% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,916,215
shares
|
$50.9 Million
5.71% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,885,878
shares
|
$50.1 Million
7.69% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
1,885,250
shares
|
$50 Million
23.6% of portfolio
|
Q3 2025
Reduced 17.4%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
1,863,389
shares
|
$49.5 Million
3.29% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
1,815,186
shares
|
$48.2 Million
0.95% of portfolio
|
Q3 2025
Added 3179.23%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1,805,783
shares
|
$47.9 Million
4.81% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,805,197
shares
|
$47.9 Million
14.3% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
1,796,232
shares
|
$47.7 Million
1.1% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,768,452
shares
|
$46.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
1,696,976
shares
|
$45 Million
2.28% of portfolio
|
Q3 2025
Added 996.24%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
1,646,734
shares
|
$43.7 Million
0.93% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
1,631,574
shares
|
$43.3 Million
5.86% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
1,630,767
shares
|
$43.3 Million
1.23% of portfolio
|
Q3 2025
Added 8.21%
|
|