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 |
|---|---|---|---|---|---|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
9,425
shares
|
$250,139
0.03% of portfolio
|
Q3 2025
Reduced 61.68%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
9,410
shares
|
$249,741
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
9,388
shares
|
$249,157
0.15% of portfolio
|
Q4 2024
Added 200.99%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
9,381
shares
|
$248,971
0.03% of portfolio
|
Q2 2022
Added 11.68%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
9,378
shares
|
$248,892
0.01% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,378
shares
|
$248,892
0.02% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
9,377
shares
|
$248,865
0.03% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
9,326
shares
|
$247,512
0.04% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
9,322
shares
|
$247,405
0.12% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
9,300
shares
|
$246,822
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
9,268
shares
|
$245,972
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
9,234
shares
|
$245,070
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
9,234
shares
|
$245,070
0.1% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
9,146
shares
|
$242,734
0.07% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
9,138
shares
|
$242,522
0.03% of portfolio
|
Q3 2025
Added 37975.0%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
9,135
shares
|
$242,442
0.1% of portfolio
|
Q2 2023
Reduced 15.22%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
9,119
shares
|
$242,018
0.01% of portfolio
|
Q3 2025
Added 7563.03%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,085
shares
|
$241,115
0.01% of portfolio
|
Q4 2024
Reduced 80.41%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
9,069
shares
|
$240,691
0.07% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
9,018
shares
|
$239,337
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
9,009
shares
|
$239,098
0.02% of portfolio
|
Q3 2025
Reduced 50.3%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
8,998
shares
|
$238,806
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
8,961
shares
|
$237,824
0.04% of portfolio
|
Q2 2025
Reduced 26.45%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
8,957
shares
|
$237,718
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
8,953
shares
|
$237,612
0.04% of portfolio
|
Q2 2025
Reduced 2.4%
|
|