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 |
|---|---|---|---|---|---|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
7,821
shares
|
$207,569
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
7,811
shares
|
$207,303
0.07% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
7,760
shares
|
$205,950
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
7,759
shares
|
$205,923
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
7,758
shares
|
$205,897
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
7,737
shares
|
$205,339
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
7,734
shares
|
$205,260
0.05% of portfolio
|
Q3 2025
Reduced 27.45%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
7,730
shares
|
$205,154
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
7,728
shares
|
$205,101
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Nov 07, 2025 Q3 2025 |
7,692
shares
|
$204,145
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
7,691
shares
|
$204,119
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
7,650
shares
|
$203,031
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
7,634
shares
|
$202,606
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
7,500
shares
|
$199,050
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,384
shares
|
$195,971
0.05% of portfolio
|
Q1 2022
Added 50.88%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
7,200
shares
|
$191,088
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,113
shares
|
$188,779
0.28% of portfolio
|
Q3 2023
Reduced 70.43%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
7,050
shares
|
$187,107
0.05% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
6,917
shares
|
$183,577
0.03% of portfolio
|
Q3 2025
Added 100.32%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
6,887
shares
|
$182,780
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,846
shares
|
$181,692
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
6,636
shares
|
$176,119
0.03% of portfolio
|
Q2 2024
Reduced 38.58%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
6,546
shares
|
$173,730
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,455
shares
|
$171,315
0.13% of portfolio
|
Q3 2023
Reduced 0.19%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,442
shares
|
$170,970
0.04% of portfolio
|
Q1 2022
Added 79.34%
|
|