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 |
|---|---|---|---|---|---|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
38,299
shares
|
$1.02 Million
0.26% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
38,014
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
37,971
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
37,905
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
37,895
shares
|
$1.01 Million
1.17% of portfolio
|
Q4 2023
Added 0.77%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
37,800
shares
|
$1 Million
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
37,406
shares
|
$992,755
0.44% of portfolio
|
Q2 2025
Reduced 25.26%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
37,392
shares
|
$992,383
0.2% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
37,332
shares
|
$990,791
0.0% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
37,110
shares
|
$984,899
0.02% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
37,023
shares
|
$982,590
0.0% of portfolio
|
Q3 2025
Added 32.12%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
36,843
shares
|
$977,813
0.03% of portfolio
|
Q4 2025
Added 8.62%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
36,685
shares
|
$973,619
0.4% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
36,627
shares
|
$972,080
0.03% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
36,210
shares
|
$961,013
0.12% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
36,210
shares
|
$961,013
0.46% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
36,196
shares
|
$960,641
0.2% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
36,168
shares
|
$959,898
0.05% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
36,148
shares
|
$959,367
0.68% of portfolio
|
Q1 2023
Reduced 1.16%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
36,005
shares
|
$955,572
0.37% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
35,858
shares
|
$951,671
0.01% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
35,661
shares
|
$946,442
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
35,504
shares
|
$942,276
0.33% of portfolio
|
Q4 2025
Reduced 1.58%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
35,475
shares
|
$941,506
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
35,309
shares
|
$937,100
0.03% of portfolio
|
Q3 2025
Added 1.12%
|
|