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 1,603 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 $30.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
2,244,984
shares
|
$60.4 Million
9.55% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
2,106,667
shares
|
$56.7 Million
9.21% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,097,527
shares
|
$56.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
2,088,693
shares
|
$56.2 Million
7.7% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,052,691
shares
|
$55.2 Million
1.4% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,002,549
shares
|
$53.9 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,960,206
shares
|
$52.7 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,943,043
shares
|
$52.3 Million
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,916,215
shares
|
$51.6 Million
5.71% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,889,414
shares
|
$50.8 Million
0.01% of portfolio
|
Q2 2025
Added 16.6%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,885,878
shares
|
$50.7 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
|
$50.7 Million
23.6% of portfolio
|
Q3 2025
Reduced 17.4%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
1,863,389
shares
|
$50.1 Million
3.29% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1,805,783
shares
|
$48.6 Million
4.81% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,805,197
shares
|
$48.6 Million
14.3% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
1,793,917
shares
|
$48.3 Million
12.78% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,768,452
shares
|
$47.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
1,646,734
shares
|
$44.3 Million
0.93% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
1,636,106
shares
|
$44 Million
1.02% of portfolio
|
Q2 2025
Added 311.07%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
1,631,574
shares
|
$43.9 Million
5.86% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
1,630,767
shares
|
$43.9 Million
1.23% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
1,621,940
shares
|
$43.6 Million
0.55% of portfolio
|
Q2 2025
Reduced 25.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,616,185
shares
|
$43.5 Million
0.01% of portfolio
|
Q2 2025
Added 53.8%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
1,599,473
shares
|
$43 Million
5.65% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
1,550,228
shares
|
$41.7 Million
5.83% of portfolio
|
Q2 2025
Added 2.78%
|