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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
8,256
shares
|
$219,114
0.0% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,254
shares
|
$219,061
0.07% of portfolio
|
Q2 2022
Added 15.93%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,228
shares
|
$218,371
0.07% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
8,220
shares
|
$218,158
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
8,205
shares
|
$217,760
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
8,186
shares
|
$217,256
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
8,174
shares
|
$216,937
0.01% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
8,169
shares
|
$216,805
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
8,113
shares
|
$215,319
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
8,099
shares
|
$214,947
0.1% of portfolio
|
Q3 2025
Reduced 40.4%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
8,089
shares
|
$214,682
0.07% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
8,037
shares
|
$213,301
0.02% of portfolio
|
Q3 2025
Reduced 19.45%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
8,032
shares
|
$213,169
0.04% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,018
shares
|
$212,797
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
7,977
shares
|
$211,709
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
7,963
shares
|
$211,338
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
7,953
shares
|
$211,072
0.02% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
7,906
shares
|
$209,825
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
7,872
shares
|
$208,922
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
7,872
shares
|
$208,922
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 06, 2026 Q4 2025 |
7,866
shares
|
$208,763
0.07% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
7,862
shares
|
$208,657
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
7,854
shares
|
$208,445
0.01% of portfolio
|
Q4 2022
Reduced 4.2%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
7,850
shares
|
$208,339
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
Oct 29, 2025 Q3 2025 |
7,842
shares
|
$208,126
0.14% of portfolio
|
Q3 2025
New holding
|
|