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 |
|---|---|---|---|---|---|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
8,942
shares
|
$237,320
0.05% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
8,893
shares
|
$236,020
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
8,876
shares
|
$235,569
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
8,864
shares
|
$235,250
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
8,855
shares
|
$235,011
0.01% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
8,830
shares
|
$234,348
0.08% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
8,827
shares
|
$234,268
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,808
shares
|
$233,764
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
8,772
shares
|
$232,808
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
8,759
shares
|
$232,463
0.17% of portfolio
|
Q2 2025
Added 29.59%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
8,691
shares
|
$230,659
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Services Of America, Inc.
|
Nov 03, 2025 Q3 2025 |
8,670
shares
|
$230,101
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
8,598
shares
|
$228,190
0.02% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
8,553
shares
|
$226,996
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,523
shares
|
$226,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,496
shares
|
$225,483
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
8,478
shares
|
$225,006
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
8,472
shares
|
$224,846
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
8,457
shares
|
$224,448
0.18% of portfolio
|
Q2 2025
Added 40.95%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
8,429
shares
|
$223,705
0.11% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
8,425
shares
|
$223,599
0.16% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,384
shares
|
$222,511
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
8,374
shares
|
$222,245
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
8,364
shares
|
$221,980
0.0% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
8,257
shares
|
$219,140
0.02% of portfolio
|
Q3 2025
Reduced 1.0%
|
|