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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
25,051
shares
|
$664,853
0.13% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
25,049
shares
|
$664,800
0.13% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
24,820
shares
|
$658,722
0.03% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
24,270
shares
|
$644,125
0.49% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
24,234
shares
|
$643,170
0.0% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
24,095
shares
|
$639,481
0.02% of portfolio
|
Q3 2025
Reduced 11.87%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
24,084
shares
|
$639,189
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
23,990
shares
|
$636,694
0.03% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Bennett Selby Investments LP
|
Jan 08, 2026 Q4 2025 |
23,963
shares
|
$635,978
0.21% of portfolio
|
Q4 2025
Added 90.0%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
23,893
shares
|
$634,120
0.29% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
23,878
shares
|
$633,722
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
23,790
shares
|
$631,386
0.33% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
23,712
shares
|
$629,316
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
23,662
shares
|
$627,989
0.04% of portfolio
|
Q4 2025
Reduced 11.47%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
23,645
shares
|
$627,538
0.01% of portfolio
|
Q3 2025
Added 22.96%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
23,541
shares
|
$624,778
0.2% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
23,510
shares
|
$623,955
0.04% of portfolio
|
Q3 2025
Added 18.97%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
22,918
shares
|
$608,243
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
22,823
shares
|
$605,722
0.03% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
22,594
shares
|
$599,644
0.09% of portfolio
|
Q3 2025
Reduced 22.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
22,552
shares
|
$598,530
0.0% of portfolio
|
Q3 2025
Reduced 63.34%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
22,370
shares
|
$593,699
0.11% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
22,350
shares
|
$593,169
0.25% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
22,286
shares
|
$591,470
0.02% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
22,274
shares
|
$591,151
0.05% of portfolio
|
Q1 2025
Reduced 28.74%
|
|