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 1,602 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 $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
1,544,007
shares
|
$41.5 Million
8.89% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,525,042
shares
|
$41 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
1,510,337
shares
|
$40.6 Million
0.68% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
1,478,970
shares
|
$39.8 Million
9.76% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,443,098
shares
|
$38.8 Million
20.61% of portfolio
|
Q4 2024
Added 219.99%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
1,440,831
shares
|
$38.8 Million
5.94% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,435,840
shares
|
$38.6 Million
1.63% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
1,426,696
shares
|
$38.4 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
Oct 30, 2025 Q3 2025 |
1,422,584
shares
|
$38.3 Million
32.68% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,410,417
shares
|
$38 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
1,408,496
shares
|
$37.9 Million
17.91% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
1,378,546
shares
|
$37.1 Million
13.42% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
1,370,889
shares
|
$36.9 Million
5.72% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Ashford Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,364,627
shares
|
$36.7 Million
7.95% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,361,734
shares
|
$36.6 Million
0.34% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
1,340,706
shares
|
$36.1 Million
14.75% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
1,338,685
shares
|
$36 Million
7.56% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,321,576
shares
|
$35.6 Million
19.06% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
1,319,988
shares
|
$35.5 Million
1.1% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
1,319,775
shares
|
$35.5 Million
2.44% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,316,693
shares
|
$35.4 Million
9.52% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,313,067
shares
|
$35.3 Million
0.06% of portfolio
|
Q2 2025
Added 69.06%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,310,049
shares
|
$35.3 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,305,338
shares
|
$35.1 Million
0.38% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
1,300,022
shares
|
$35 Million
9.43% of portfolio
|
Q3 2025
Added 3.76%
|