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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
1,046,980
shares
|
$28.2 Million
1.38% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
1,046,726
shares
|
$28.2 Million
4.45% of portfolio
|
Q2 2025
Added 3877.07%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
1,036,958
shares
|
$27.9 Million
6.83% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,027,769
shares
|
$27.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 30, 2025 Q3 2025 |
1,012,791
shares
|
$27.3 Million
16.01% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
992,448
shares
|
$26.7 Million
11.12% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
982,028
shares
|
$26.4 Million
0.73% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
970,357
shares
|
$26.1 Million
0.0% of portfolio
|
Q2 2025
Added 49.21%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
968,670
shares
|
$26.1 Million
1.34% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
963,340
shares
|
$25.9 Million
0.22% of portfolio
|
Q2 2025
Added 541.06%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
957,527
shares
|
$25.8 Million
1.75% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
954,533
shares
|
$25.7 Million
8.03% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
950,964
shares
|
$25.6 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
947,768
shares
|
$25.5 Million
0.02% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
943,014
shares
|
$25.4 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
|
$25.3 Million
0.74% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
935,361
shares
|
$25.2 Million
0.52% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
931,252
shares
|
$25.1 Million
5.5% of portfolio
|
Q3 2025
Reduced 13.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
931,112
shares
|
$25.1 Million
0.04% of portfolio
|
Q2 2025
Added 33.36%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
927,718
shares
|
$25 Million
3.95% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
891,227
shares
|
$24 Million
2.18% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
886,380
shares
|
$23.9 Million
6.86% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
875,359
shares
|
$23.6 Million
12.87% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
872,599
shares
|
$23.5 Million
7.9% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
868,268
shares
|
$23.4 Million
2.44% of portfolio
|
Q2 2025
Added 3.43%
|