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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
1,307,726
shares
|
$34.7 Million
2.22% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,305,769
shares
|
$34.7 Million
9.51% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
1,300,022
shares
|
$34.5 Million
9.43% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
1,297,295
shares
|
$34.4 Million
4.28% of portfolio
|
Q2 2025
Added 23.2%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
1,276,776
shares
|
$33.9 Million
2.2% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
1,272,856
shares
|
$33.8 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
1,264,795
shares
|
$33.6 Million
4.81% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
1,258,059
shares
|
$33.4 Million
3.44% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
1,257,438
shares
|
$33.4 Million
16.15% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
1,256,574
shares
|
$33.3 Million
0.99% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,226,756
shares
|
$32.6 Million
2.77% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
1,226,697
shares
|
$32.6 Million
9.42% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,226,232
shares
|
$32.5 Million
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,224,113
shares
|
$32.5 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,212,551
shares
|
$32.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
1,207,493
shares
|
$32 Million
2.88% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
1,196,828
shares
|
$31.8 Million
12.68% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
1,191,721
shares
|
$31.6 Million
9.81% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
1,189,278
shares
|
$31.6 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
1,174,731
shares
|
$31.2 Million
13.29% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,154,986
shares
|
$30.7 Million
2.52% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
1,152,004
shares
|
$30.6 Million
20.39% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
1,145,554
shares
|
$30.4 Million
14.53% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
1,141,616
shares
|
$30.3 Million
5.34% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,110,122
shares
|
$29.5 Million
0.04% of portfolio
|
Q3 2025
Added 19.23%
|
|