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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
32,187
shares
|
$854,242
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
32,119
shares
|
$852,438
0.05% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
31,750
shares
|
$842,645
0.1% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
31,725
shares
|
$841,981
0.16% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
31,533
shares
|
$836,885
0.03% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
31,524
shares
|
$836,646
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
31,500
shares
|
$836,010
0.66% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
31,392
shares
|
$833,143
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
31,265
shares
|
$829,773
0.01% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
31,261
shares
|
$829,666
0.01% of portfolio
|
Q2 2023
Added 11.91%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
31,217
shares
|
$828,499
0.01% of portfolio
|
Q3 2025
Reduced 22.44%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
31,192
shares
|
$827,835
0.58% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
31,029
shares
|
$823,509
0.08% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
31,023
shares
|
$823,350
1.12% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
30,975
shares
|
$822,076
0.25% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
30,923
shares
|
$820,696
0.1% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
30,639
shares
|
$813,159
0.12% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
30,587
shares
|
$811,778
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
30,583
shares
|
$811,672
0.29% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
30,456
shares
|
$808,302
0.32% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
30,432
shares
|
$807,665
0.25% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
30,388
shares
|
$806,497
0.06% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
30,345
shares
|
$805,356
0.05% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
30,343
shares
|
$805,303
0.38% of portfolio
|
Q2 2022
Added 0.06%
|
|