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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
1,068
shares
|
$28,344
0.01% of portfolio
|
Q3 2025
Reduced 74.46%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,050
shares
|
$27,867
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,044
shares
|
$27,707
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
1,038
shares
|
$27,548
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$26,540
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
993
shares
|
$26,354
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
992
shares
|
$26,327
0.0% of portfolio
|
Q1 2025
Added 83.7%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
978
shares
|
$25,956
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
970
shares
|
$25,743
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
900
shares
|
$23,886
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
894
shares
|
$23,726
0.0% of portfolio
|
Q3 2025
Added 1195.65%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
894
shares
|
$23,726
0.0% of portfolio
|
Q1 2025
Reduced 39.72%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
880
shares
|
$23,355
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
867
shares
|
$23,010
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
846
shares
|
$22,452
0.01% of portfolio
|
Q2 2025
Reduced 56.88%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
840
shares
|
$22,293
0.03% of portfolio
|
Q2 2022
Added 90.91%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
826
shares
|
$21,922
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
823
shares
|
$21,842
0.0% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
816
shares
|
$21,656
0.01% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
810
shares
|
$21,497
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
726
shares
|
$19,268
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
713
shares
|
$18,923
0.01% of portfolio
|
Q2 2023
Added 0.14%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
630
shares
|
$16,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
627
shares
|
$16,640
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
606
shares
|
$16,083
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|