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 1,639 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 $30.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
180,928
shares
|
$4.8 Million
3.12% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
180,897
shares
|
$4.8 Million
1.43% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
180,221
shares
|
$4.78 Million
2.03% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
179,680
shares
|
$4.77 Million
1.88% of portfolio
|
Q3 2025
Reduced 19.76%
|
|
|
Winthrop Advisory Group LLC
|
Jan 21, 2026 Q4 2025 |
179,187
shares
|
$4.76 Million
0.41% of portfolio
|
Q4 2025
Reduced 1.85%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
177,772
shares
|
$4.72 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
176,617
shares
|
$4.69 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
176,470
shares
|
$4.68 Million
1.14% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
175,371
shares
|
$4.65 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
174,493
shares
|
$4.63 Million
1.65% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
174,050
shares
|
$4.62 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Peak Financial Management, Inc.
|
Jan 22, 2026 Q4 2025 |
173,800
shares
|
$4.61 Million
1.28% of portfolio
|
Q4 2025
Reduced 4.23%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
172,600
shares
|
$4.58 Million
1.86% of portfolio
|
Q4 2022
Added 1.84%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
172,432
shares
|
$4.58 Million
1.56% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 23, 2026 Q4 2025 |
171,950
shares
|
$4.56 Million
3.21% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
170,881
shares
|
$4.54 Million
1.22% of portfolio
|
Q4 2025
Reduced 2.64%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
168,317
shares
|
$4.47 Million
3.06% of portfolio
|
Q3 2025
Added 12.77%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
167,732
shares
|
$4.45 Million
2.08% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
166,630
shares
|
$4.42 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
165,455
shares
|
$4.39 Million
0.01% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
164,969
shares
|
$4.38 Million
2.41% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
164,656
shares
|
$4.37 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
163,386
shares
|
$4.34 Million
0.16% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
163,157
shares
|
$4.33 Million
2.67% of portfolio
|
Q2 2023
Reduced 0.77%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
162,978
shares
|
$4.33 Million
0.14% of portfolio
|
Q3 2025
Reduced 5.16%
|
|