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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
60,276
shares
|
$1.6 Million
0.18% of portfolio
|
Q4 2025
Reduced 3.29%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
59,961
shares
|
$1.59 Million
0.41% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
59,405
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
59,356
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2025
Added 24.92%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
59,313
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 64.57%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
59,166
shares
|
$1.57 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
58,836
shares
|
$1.56 Million
0.18% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
58,820
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
58,664
shares
|
$1.56 Million
0.08% of portfolio
|
Q3 2025
Reduced 28.8%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
58,650
shares
|
$1.56 Million
0.13% of portfolio
|
Q2 2025
Reduced 36.9%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
58,461
shares
|
$1.55 Million
0.15% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,311
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
58,250
shares
|
$1.55 Million
0.79% of portfolio
|
Q4 2025
Added 2.89%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
57,775
shares
|
$1.53 Million
1.05% of portfolio
|
Q2 2025
Added 25.28%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
57,416
shares
|
$1.52 Million
1.02% of portfolio
|
Q1 2023
Added 0.19%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
57,113
shares
|
$1.52 Million
0.64% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
57,054
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
57,008
shares
|
$1.51 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
56,548
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
56,504
shares
|
$1.5 Million
0.63% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
56,321
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
55,773
shares
|
$1.48 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
55,550
shares
|
$1.47 Million
0.83% of portfolio
|
Q4 2025
Reduced 1.82%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
55,499
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
55,343
shares
|
$1.47 Million
0.25% of portfolio
|
Q4 2025
Reduced 3.03%
|
|