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 1,616 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 $30.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,677
shares
|
$495,687
0.04% of portfolio
|
Q4 2024
Added 229.17%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
18,597
shares
|
$493,564
0.04% of portfolio
|
Q2 2025
Reduced 19.06%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
18,572
shares
|
$492,900
0.08% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
18,535
shares
|
$491,918
0.13% of portfolio
|
Q3 2025
Reduced 39.8%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
18,479
shares
|
$490,432
0.18% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
18,475
shares
|
$490,326
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
18,442
shares
|
$489,450
0.34% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
18,256
shares
|
$484,514
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
18,235
shares
|
$483,956
0.23% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
18,201
shares
|
$483,054
0.23% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
18,184
shares
|
$482,603
0.0% of portfolio
|
Q3 2025
Added 34.64%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
18,162
shares
|
$482,019
0.14% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
18,129
shares
|
$481,143
0.35% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Ddd Partners, LLC
|
Nov 06, 2025 Q3 2025 |
17,849
shares
|
$473,712
0.03% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
17,843
shares
|
$473,553
0.31% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
17,840
shares
|
$473,473
0.11% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
17,838
shares
|
$473,420
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
17,820
shares
|
$472,942
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
17,804
shares
|
$472,518
0.23% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
17,761
shares
|
$471,376
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
17,746
shares
|
$470,978
0.07% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
17,694
shares
|
$469,598
0.17% of portfolio
|
Q4 2024
Added 200.51%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
17,496
shares
|
$464,343
0.02% of portfolio
|
Q3 2025
Added 56.1%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
17,480
shares
|
$463,919
0.08% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
17,468
shares
|
$463,600
0.33% of portfolio
|
Q2 2025
Reduced 1.94%
|