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 1,633 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 |
|---|---|---|---|---|---|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
15,612
shares
|
$414,342
0.03% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
15,610
shares
|
$414,289
0.3% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
15,580
shares
|
$413,493
0.04% of portfolio
|
Q4 2025
Added 12.83%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
15,536
shares
|
$412,325
0.0% of portfolio
|
Q3 2025
Reduced 93.41%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
15,491
shares
|
$411,131
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
15,451
shares
|
$410,069
0.05% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
15,423
shares
|
$409,326
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
15,362
shares
|
$407,707
0.14% of portfolio
|
Q3 2025
Added 86.07%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
15,315
shares
|
$406,460
0.1% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
15,288
shares
|
$405,743
0.1% of portfolio
|
Q1 2025
Reduced 28.02%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
15,287
shares
|
$405,716
0.1% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
15,240
shares
|
$404,469
0.05% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,185
shares
|
$403,009
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
15,086
shares
|
$400,382
0.04% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
15,014
shares
|
$398,471
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
15,000
shares
|
$398,100
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
14,964
shares
|
$397,144
0.07% of portfolio
|
Q3 2025
Reduced 97.13%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
14,959
shares
|
$397,011
0.03% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
14,866
shares
|
$394,543
0.15% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
14,802
shares
|
$392,845
0.07% of portfolio
|
Q2 2025
Reduced 35.16%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
14,784
shares
|
$392,367
0.09% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
14,725
shares
|
$390,801
0.03% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
14,724
shares
|
$390,774
0.01% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
14,594
shares
|
$387,324
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
14,544
shares
|
$385,997
0.28% of portfolio
|
Q3 2025
Reduced 6.85%
|
|