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 1,613 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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
16,476
shares
|
$444,522
0.07% of portfolio
|
Q3 2025
Reduced 15.51%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
16,392
shares
|
$442,256
0.49% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
16,341
shares
|
$440,880
0.06% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
16,340
shares
|
$440,853
0.03% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
16,306
shares
|
$439,935
0.33% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
16,254
shares
|
$438,532
0.12% of portfolio
|
Q3 2025
Added 76.56%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
16,251
shares
|
$438,451
0.09% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
16,233
shares
|
$437,966
0.0% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
16,141
shares
|
$435,484
0.02% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
16,134
shares
|
$435,295
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
16,119
shares
|
$434,890
0.18% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
16,066
shares
|
$433,460
0.06% of portfolio
|
Q2 2025
Added 48.86%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
15,986
shares
|
$431,302
0.01% of portfolio
|
Q3 2025
Reduced 23.97%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
15,864
shares
|
$428,010
0.05% of portfolio
|
Q2 2025
Reduced 19.61%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
15,852
shares
|
$427,686
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
15,804
shares
|
$426,391
0.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
15,761
shares
|
$425,231
0.06% of portfolio
|
Q3 2025
Added 35.86%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
15,720
shares
|
$424,125
0.03% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
15,641
shares
|
$421,994
0.4% of portfolio
|
Q3 2025
Added 19.85%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
15,612
shares
|
$421,211
0.03% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
15,610
shares
|
$421,157
0.3% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
15,491
shares
|
$417,947
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
15,460
shares
|
$417,110
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
15,451
shares
|
$416,867
0.05% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
15,419
shares
|
$416,004
0.1% of portfolio
|
Q3 2025
Added 47.56%
|