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 |
|---|---|---|---|---|---|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
22,222
shares
|
$589,771
0.14% of portfolio
|
Q3 2025
Added 23.46%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
22,206
shares
|
$589,347
0.12% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
21,983
shares
|
$583,428
0.02% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
21,954
shares
|
$582,659
1.16% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jan 07, 2026 Q4 2025 |
21,746
shares
|
$577,138
0.33% of portfolio
|
Q4 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
21,612
shares
|
$573,582
0.26% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
21,570
shares
|
$572,467
0.21% of portfolio
|
Q3 2025
Reduced 16.66%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,491
shares
|
$570,371
0.1% of portfolio
|
Q4 2022
Reduced 2.75%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
21,379
shares
|
$567,398
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
21,338
shares
|
$566,310
0.0% of portfolio
|
Q3 2025
Added 143.45%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
21,233
shares
|
$563,523
0.45% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
21,126
shares
|
$560,684
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
21,028
shares
|
$558,083
0.08% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
20,957
shares
|
$556,198
0.17% of portfolio
|
Q4 2024
Added 198.66%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
20,906
shares
|
$554,845
0.54% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
20,880
shares
|
$554,155
0.13% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
20,854
shares
|
$553,465
0.13% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
20,821
shares
|
$552,589
0.28% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
20,807
shares
|
$552,217
0.09% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
20,799
shares
|
$552,005
0.04% of portfolio
|
Q4 2025
Reduced 3.92%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
20,792
shares
|
$551,819
0.04% of portfolio
|
Q1 2025
Added 51.83%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
20,729
shares
|
$550,147
0.18% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
20,685
shares
|
$548,979
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
20,682
shares
|
$548,900
0.24% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,614
shares
|
$547,095
0.6% of portfolio
|
Q2 2022
Added 2.58%
|
|