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 1,634 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 |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
99,459
shares
|
$2.64 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
98,674
shares
|
$2.62 Million
1.26% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
98,213
shares
|
$2.61 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
96,916
shares
|
$2.57 Million
0.01% of portfolio
|
Q3 2025
Added 68.26%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
96,805
shares
|
$2.57 Million
2.28% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
96,556
shares
|
$2.56 Million
2.86% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
96,200
shares
|
$2.55 Million
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
95,040
shares
|
$2.52 Million
0.28% of portfolio
|
Q4 2025
Added 5.23%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
94,864
shares
|
$2.52 Million
0.44% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
94,243
shares
|
$2.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 29.21%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
93,959
shares
|
$2.49 Million
1.46% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
93,958
shares
|
$2.49 Million
0.02% of portfolio
|
Q3 2025
Added 39.42%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
93,402
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
93,307
shares
|
$2.48 Million
0.45% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
93,031
shares
|
$2.47 Million
0.64% of portfolio
|
Q4 2025
Added 3.22%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
93,000
shares
|
$2.47 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
92,661
shares
|
$2.46 Million
0.03% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
92,519
shares
|
$2.46 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.39%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
92,401
shares
|
$2.45 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
91,927
shares
|
$2.44 Million
0.14% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
91,408
shares
|
$2.43 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Verum Partners LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
90,787
shares
|
$2.41 Million
0.51% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
90,323
shares
|
$2.4 Million
1.22% of portfolio
|
Q3 2025
Reduced 10.62%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 09, 2026 Q4 2025 |
90,228
shares
|
$2.39 Million
0.72% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
90,062
shares
|
$2.39 Million
0.36% of portfolio
|
Q4 2025
Added 0.04%
|
|