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 |
|---|---|---|---|---|---|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
14,531
shares
|
$385,652
0.02% of portfolio
|
Q3 2025
Added 33.34%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,457
shares
|
$383,688
0.03% of portfolio
|
Q3 2022
Reduced 33.04%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
14,443
shares
|
$383,317
0.2% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
14,408
shares
|
$382,388
0.18% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
14,373
shares
|
$381,459
0.11% of portfolio
|
Q1 2025
Added 46.74%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
14,233
shares
|
$377,743
0.25% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
14,203
shares
|
$376,947
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
14,202
shares
|
$376,921
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Designs Corp
Claremont, CA |
Nov 07, 2025 Q3 2025 |
14,172
shares
|
$376,124
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
14,131
shares
|
$375,036
0.01% of portfolio
|
Q3 2025
Added 44.09%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
14,117
shares
|
$374,665
0.04% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
14,100
shares
|
$374,214
0.08% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
14,068
shares
|
$373,364
0.24% of portfolio
|
Q2 2025
Added 51.96%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2025 Q3 2025 |
13,988
shares
|
$371,241
0.2% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
13,962
shares
|
$370,551
0.06% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
13,958
shares
|
$370,445
0.14% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
13,911
shares
|
$369,197
0.13% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
13,901
shares
|
$368,932
0.03% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
13,887
shares
|
$368,560
0.11% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
13,864
shares
|
$367,950
0.03% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
13,853
shares
|
$367,658
0.03% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
13,848
shares
|
$367,525
0.21% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
13,846
shares
|
$367,472
0.12% of portfolio
|
Q3 2025
Added 51.67%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
13,840
shares
|
$367,313
0.09% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
13,800
shares
|
$366,252
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|