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 |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
162,813
shares
|
$4.32 Million
0.74% of portfolio
|
Q3 2025
Added 13.0%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
160,670
shares
|
$4.26 Million
0.04% of portfolio
|
Q4 2025
Added 7.26%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
159,817
shares
|
$4.24 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
158,218
shares
|
$4.2 Million
0.39% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
157,718
shares
|
$4.19 Million
1.79% of portfolio
|
Q4 2025
Reduced 0.53%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
157,532
shares
|
$4.18 Million
3.61% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
156,416
shares
|
$4.15 Million
2.09% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
155,694
shares
|
$4.13 Million
1.68% of portfolio
|
Q4 2025
Reduced 6.15%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
154,435
shares
|
$4.1 Million
0.07% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
153,609
shares
|
$4.08 Million
4.91% of portfolio
|
Q4 2024
Added 192.66%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
152,491
shares
|
$4.05 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
152,147
shares
|
$4.04 Million
0.13% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
151,707
shares
|
$4.03 Million
0.89% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
151,666
shares
|
$4.03 Million
0.62% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
151,399
shares
|
$4.02 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
151,058
shares
|
$4.01 Million
0.78% of portfolio
|
Q2 2025
Added 279.02%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
150,912
shares
|
$4.01 Million
3.86% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
150,787
shares
|
$4 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
150,744
shares
|
$4 Million
0.32% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
150,493
shares
|
$3.99 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
147,907
shares
|
$3.93 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
146,703
shares
|
$3.89 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
145,850
shares
|
$3.87 Million
4.25% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
145,349
shares
|
$3.86 Million
0.31% of portfolio
|
Q4 2025
Added 0.0%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
142,482
shares
|
$3.78 Million
0.55% of portfolio
|
Q4 2025
Reduced 5.09%
|
|