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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12,273
shares
|
$325,725
0.62% of portfolio
|
Q1 2023
Added 111.13%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
12,178
shares
|
$323,204
0.01% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
12,173
shares
|
$323,071
0.03% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
12,098
shares
|
$321,080
0.03% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12,054
shares
|
$319,913
0.05% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
12,050
shares
|
$319,807
0.05% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
12,049
shares
|
$319,780
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
12,015
shares
|
$318,878
0.05% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
12,012
shares
|
$318,798
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
11,952
shares
|
$317,206
0.01% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
11,950
shares
|
$317,153
0.32% of portfolio
|
Q4 2025
Added 2.35%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
11,836
shares
|
$314,127
0.07% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
11,829
shares
|
$313,941
0.07% of portfolio
|
Q3 2025
Reduced 29.14%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
11,817
shares
|
$313,623
0.01% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
11,776
shares
|
$312,535
0.02% of portfolio
|
Q2 2025
Reduced 21.77%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
11,703
shares
|
$310,597
0.04% of portfolio
|
Q3 2025
Added 29.99%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
11,661
shares
|
$309,482
0.03% of portfolio
|
Q2 2025
Reduced 25.56%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
11,655
shares
|
$309,323
0.03% of portfolio
|
Q3 2025
Reduced 10.01%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
11,655
shares
|
$309,323
0.13% of portfolio
|
Q3 2025
Reduced 34.52%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
11,638
shares
|
$308,872
0.03% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
11,616
shares
|
$308,288
0.03% of portfolio
|
Q4 2024
Added 210.92%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
11,591
shares
|
$307,625
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
11,505
shares
|
$305,342
0.03% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
11,478
shares
|
$304,626
0.07% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11,478
shares
|
$304,626
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|