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 |
|---|---|---|---|---|---|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
12,845
shares
|
$340,906
0.07% of portfolio
|
Q4 2025
Reduced 7.74%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
12,843
shares
|
$340,853
0.02% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
12,797
shares
|
$339,632
0.35% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
12,783
shares
|
$339,260
0.23% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12,768
shares
|
$338,862
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
12,765
shares
|
$338,783
1.03% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
12,761
shares
|
$338,676
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
12,739
shares
|
$338,093
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,707
shares
|
$337,243
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
12,705
shares
|
$337,190
0.07% of portfolio
|
Q3 2025
Reduced 32.06%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
12,684
shares
|
$336,633
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
12,678
shares
|
$336,474
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
12,668
shares
|
$336,208
0.01% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,634
shares
|
$335,306
0.12% of portfolio
|
Q1 2023
Reduced 1.19%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,581
shares
|
$333,899
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
12,507
shares
|
$331,935
0.09% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jan 09, 2026 Q4 2025 |
12,477
shares
|
$331,139
0.19% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
12,456
shares
|
$330,582
0.05% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
12,384
shares
|
$328,671
0.04% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
12,381
shares
|
$328,591
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
12,376
shares
|
$328,459
0.01% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
12,366
shares
|
$328,193
0.04% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
12,360
shares
|
$328,034
0.13% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
12,336
shares
|
$327,397
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Diversified Investment Strategies, LLC
|
Oct 27, 2025 Q3 2025 |
12,317
shares
|
$326,893
0.22% of portfolio
|
Q3 2025
Reduced 5.74%
|
|