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 |
|---|---|---|---|---|---|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
11,471
shares
|
$304,440
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
11,443
shares
|
$303,697
0.1% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
11,310
shares
|
$300,167
0.0% of portfolio
|
Q3 2025
Added 15.33%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
11,280
shares
|
$299,371
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
11,191
shares
|
$297,009
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
11,163
shares
|
$296,266
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
11,138
shares
|
$295,602
0.01% of portfolio
|
Q3 2025
Reduced 97.16%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
11,137
shares
|
$295,575
0.04% of portfolio
|
Q2 2025
Reduced 29.73%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
11,091
shares
|
$294,355
0.02% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
10,952
shares
|
$290,666
0.04% of portfolio
|
Q3 2025
Reduced 51.29%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
10,934
shares
|
$290,188
0.01% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
10,901
shares
|
$289,312
0.07% of portfolio
|
Q3 2025
Reduced 16.42%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
10,872
shares
|
$288,542
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
10,860
shares
|
$288,224
0.01% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
10,856
shares
|
$288,118
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
10,856
shares
|
$288,118
0.04% of portfolio
|
Q1 2025
Reduced 41.03%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
10,851
shares
|
$287,985
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
10,843
shares
|
$287,773
0.02% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
10,779
shares
|
$286,074
0.07% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
10,770
shares
|
$285,835
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
10,747
shares
|
$285,225
0.1% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
10,721
shares
|
$284,535
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
10,689
shares
|
$283,686
0.24% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
10,672
shares
|
$283,234
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
10,605
shares
|
$281,456
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|