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 |
|---|---|---|---|---|---|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
34,828
shares
|
$924,335
0.08% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
34,586
shares
|
$917,912
0.05% of portfolio
|
Q3 2025
Reduced 18.33%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
34,571
shares
|
$917,514
0.05% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
34,465
shares
|
$914,701
0.22% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
34,128
shares
|
$905,757
0.37% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
34,053
shares
|
$903,766
0.11% of portfolio
|
Q2 2022
Added 19.62%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
33,832
shares
|
$897,901
0.16% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
33,697
shares
|
$894,318
0.14% of portfolio
|
Q3 2025
Added 23.95%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
33,694
shares
|
$894,238
0.03% of portfolio
|
Q3 2025
Added 39.31%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
33,645
shares
|
$892,938
0.1% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
33,357
shares
|
$885,294
0.69% of portfolio
|
Q4 2023
Reduced 2.14%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
33,356
shares
|
$885,268
0.0% of portfolio
|
Q3 2025
Added 28.85%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
33,179
shares
|
$880,570
0.28% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
33,177
shares
|
$880,517
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
33,143
shares
|
$879,615
0.02% of portfolio
|
Q3 2025
Reduced 67.48%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
32,715
shares
|
$868,256
0.16% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
32,679
shares
|
$867,300
0.2% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
32,648
shares
|
$866,477
0.39% of portfolio
|
Q2 2025
Added 15.68%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
32,612
shares
|
$865,522
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
32,584
shares
|
$864,779
0.04% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
32,546
shares
|
$863,770
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
32,538
shares
|
$863,558
0.24% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
32,531
shares
|
$863,372
0.41% of portfolio
|
Q3 2025
Added 43.61%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
32,452
shares
|
$861,276
0.01% of portfolio
|
Q3 2025
Reduced 17.42%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
32,220
shares
|
$855,118
0.06% of portfolio
|
Q3 2025
Reduced 1.47%
|
|