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 1,632 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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,172,750
shares
|
$84.2 Million
11.78% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,142,472
shares
|
$83.4 Million
0.53% of portfolio
|
Q2 2025
Added 976.06%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
3,136,387
shares
|
$83.2 Million
0.81% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,042,745
shares
|
$80.8 Million
0.55% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
2,912,790
shares
|
$77.3 Million
13.41% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,897,872
shares
|
$76.9 Million
0.36% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,890,979
shares
|
$76.7 Million
1.15% of portfolio
|
Q3 2025
Added 531.73%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
2,749,700
shares
|
$73 Million
16.37% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
2,716,644
shares
|
$72.1 Million
0.2% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,662,028
shares
|
$70.7 Million
0.1% of portfolio
|
Q3 2025
Added 102.73%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
2,604,134
shares
|
$69.1 Million
1.36% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,570,721
shares
|
$68.2 Million
0.53% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
2,563,178
shares
|
$68 Million
4.15% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
2,556,496
shares
|
$67.8 Million
4.69% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
2,537,597
shares
|
$67.3 Million
5.59% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
2,498,121
shares
|
$66.3 Million
0.37% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
2,495,459
shares
|
$66.2 Million
4.55% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,363,403
shares
|
$62.7 Million
4.57% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,327,677
shares
|
$61.8 Million
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,312,055
shares
|
$61.4 Million
0.04% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
2,289,295
shares
|
$60.8 Million
6.51% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
2,282,257
shares
|
$60.6 Million
3.54% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
2,266,330
shares
|
$60.1 Million
12.01% of portfolio
|
Q3 2025
Reduced 16.91%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
2,244,984
shares
|
$59.6 Million
13.21% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
2,244,984
shares
|
$59.6 Million
9.55% of portfolio
|
Q3 2025
Reduced 1.56%
|
|