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 |
|---|---|---|---|---|---|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
10,575
shares
|
$280,660
0.02% of portfolio
|
Q4 2025
Reduced 2.67%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
10,557
shares
|
$280,182
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
10,542
shares
|
$279,784
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
10,535
shares
|
$279,598
0.06% of portfolio
|
Q2 2024
Added 287.03%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
10,505
shares
|
$278,802
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
10,497
shares
|
$278,590
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
10,455
shares
|
$277,475
0.02% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
10,395
shares
|
$275,883
0.04% of portfolio
|
Q3 2025
Added 36.38%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
10,379
shares
|
$275,458
0.06% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
10,346
shares
|
$274,582
0.15% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
10,296
shares
|
$273,255
0.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
10,276
shares
|
$272,725
0.04% of portfolio
|
Q4 2025
Added 6.74%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
10,257
shares
|
$272,220
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
10,245
shares
|
$271,902
0.0% of portfolio
|
Q3 2025
Added 20.15%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
10,206
shares
|
$270,867
0.0% of portfolio
|
Q2 2025
Reduced 33.48%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
10,197
shares
|
$270,628
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
10,195
shares
|
$270,575
0.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,174
shares
|
$270,017
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
10,149
shares
|
$269,354
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,131
shares
|
$268,876
0.06% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
10,068
shares
|
$267,204
0.02% of portfolio
|
Q3 2025
Reduced 97.4%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
10,059
shares
|
$266,965
0.04% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
10,033
shares
|
$266,275
0.05% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
10,010
shares
|
$265,665
0.28% of portfolio
|
Q4 2025
Added 0.91%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
10,005
shares
|
$265,532
0.01% of portfolio
|
Q3 2025
Reduced 5.87%
|
|