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 |
|---|---|---|---|---|---|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
1,297,295
shares
|
$34.9 Million
4.24% of portfolio
|
Q2 2025
Added 23.2%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
1,277,120
shares
|
$34.4 Million
2.29% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
1,276,776
shares
|
$34.4 Million
2.2% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
1,258,059
shares
|
$33.9 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
|
$33.8 Million
16.15% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
1,256,574
shares
|
$33.8 Million
0.99% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,226,756
shares
|
$33 Million
2.77% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
1,226,697
shares
|
$33 Million
9.42% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,224,976
shares
|
$33 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,222,780
shares
|
$32.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 93.49%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,212,311
shares
|
$32.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
1,209,607
shares
|
$32.6 Million
3.54% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
1,207,493
shares
|
$32.5 Million
2.88% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
1,203,290
shares
|
$32.4 Million
4.68% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
1,196,828
shares
|
$32.2 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
|
$32.1 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
|
$32 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
|
$31.6 Million
13.29% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
1,152,004
shares
|
$31 Million
20.39% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
1,151,806
shares
|
$31 Million
14.68% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
1,141,616
shares
|
$30.7 Million
5.34% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,130,555
shares
|
$30.4 Million
2.42% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,090,452
shares
|
$29.3 Million
0.61% of portfolio
|
Q2 2025
Added 53.04%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,076,957
shares
|
$29 Million
3.59% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,070,007
shares
|
$28.8 Million
8.71% of portfolio
|
Q3 2025
Reduced 0.1%
|