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 1,633 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 |
|---|---|---|---|---|---|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,076,957
shares
|
$28.6 Million
3.59% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
1,075,445
shares
|
$28.5 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,070,007
shares
|
$28.4 Million
8.71% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,055,805
shares
|
$28 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.67%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
1,046,980
shares
|
$27.8 Million
1.38% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
1,027,974
shares
|
$27.3 Million
4.34% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
1,020,133
shares
|
$27.1 Million
6.8% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,014,818
shares
|
$26.9 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 30, 2025 Q3 2025 |
1,012,791
shares
|
$26.9 Million
16.01% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
992,448
shares
|
$26.3 Million
11.12% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
977,104
shares
|
$25.9 Million
1.8% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
968,670
shares
|
$25.7 Million
1.34% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
954,844
shares
|
$25.3 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
954,533
shares
|
$25.3 Million
8.03% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
954,376
shares
|
$25.3 Million
0.72% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
950,964
shares
|
$25.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
943,725
shares
|
$25 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
943,014
shares
|
$25 Million
5.24% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
941,315
shares
|
$25 Million
0.74% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
933,477
shares
|
$24.8 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
931,252
shares
|
$24.7 Million
5.5% of portfolio
|
Q3 2025
Reduced 13.5%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
911,630
shares
|
$24.2 Million
8.15% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
901,868
shares
|
$23.9 Million
2.22% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
901,610
shares
|
$23.9 Million
3.94% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
886,380
shares
|
$23.5 Million
6.86% of portfolio
|
Q3 2025
Reduced 8.04%
|
|