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 $30.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
425,277
shares
|
$11.3 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
423,385
shares
|
$11.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
Leverty Financial Group, LLC
|
Oct 07, 2025 Q3 2025 |
421,107
shares
|
$11.2 Million
3.57% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
420,281
shares
|
$11.2 Million
0.5% of portfolio
|
Q3 2022
Added 7.99%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
418,315
shares
|
$11.1 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
416,487
shares
|
$11.1 Million
0.21% of portfolio
|
Q3 2025
Added 50.9%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
415,673
shares
|
$11 Million
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
411,380
shares
|
$10.9 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
405,836
shares
|
$10.8 Million
0.74% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
404,981
shares
|
$10.7 Million
5.88% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
402,837
shares
|
$10.7 Million
5.44% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
398,416
shares
|
$10.6 Million
0.44% of portfolio
|
Q4 2024
Added 188.73%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
397,406
shares
|
$10.5 Million
3.12% of portfolio
|
Q3 2025
Added 17.18%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
395,779
shares
|
$10.5 Million
4.5% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
391,390
shares
|
$10.4 Million
1.61% of portfolio
|
Q3 2025
Added 51.95%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
390,129
shares
|
$10.4 Million
5.83% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
387,819
shares
|
$10.3 Million
1.48% of portfolio
|
Q3 2025
Added 36.12%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
386,960
shares
|
$10.3 Million
0.16% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
379,195
shares
|
$10.1 Million
0.03% of portfolio
|
Q3 2025
Added 52.91%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
377,989
shares
|
$10 Million
0.16% of portfolio
|
Q3 2025
Reduced 65.4%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
377,759
shares
|
$10 Million
0.05% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
376,924
shares
|
$10 Million
1.19% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
375,122
shares
|
$9.96 Million
1.31% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
372,852
shares
|
$9.9 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 06, 2026 Q4 2025 |
372,815
shares
|
$9.89 Million
5.48% of portfolio
|
Q4 2025
Reduced 1.23%
|
|