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 |
|---|---|---|---|---|---|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
13,776
shares
|
$365,615
0.39% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
13,756
shares
|
$365,084
0.1% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13,676
shares
|
$362,961
0.18% of portfolio
|
Q2 2022
Reduced 74.9%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
13,662
shares
|
$362,589
0.02% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
13,592
shares
|
$360,731
0.08% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
13,584
shares
|
$360,519
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
13,564
shares
|
$359,988
0.09% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
13,439
shares
|
$356,671
0.1% of portfolio
|
Q3 2025
Added 25.77%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
13,433
shares
|
$356,511
0.48% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
13,357
shares
|
$354,494
0.25% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
13,339
shares
|
$354,017
0.01% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
13,323
shares
|
$353,592
0.27% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
13,323
shares
|
$353,592
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
13,320
shares
|
$353,512
0.01% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
13,266
shares
|
$352,079
0.41% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
13,150
shares
|
$349,001
0.04% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
13,135
shares
|
$348,602
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
13,109
shares
|
$347,912
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
13,039
shares
|
$346,055
0.12% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
13,039
shares
|
$346,055
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
13,038
shares
|
$346,028
0.1% of portfolio
|
Q3 2025
Added 25.96%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
12,955
shares
|
$343,825
0.11% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
12,945
shares
|
$343,560
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
12,914
shares
|
$342,737
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
12,880
shares
|
$341,835
0.15% of portfolio
|
Q3 2025
Reduced 0.72%
|
|