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 |
|---|---|---|---|---|---|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
102,882
shares
|
$2.73 Million
1.34% of portfolio
|
Q3 2025
New holding
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
101,686
shares
|
$2.7 Million
0.11% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
101,233
shares
|
$2.69 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Jan 20, 2026 Q4 2025 |
101,124
shares
|
$2.68 Million
0.36% of portfolio
|
Q4 2025
Reduced 0.94%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
100,598
shares
|
$2.67 Million
0.24% of portfolio
|
Q2 2025
Reduced 21.77%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Nov 07, 2025 Q3 2025 |
100,198
shares
|
$2.66 Million
0.9% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
99,858
shares
|
$2.65 Million
0.15% of portfolio
|
Q4 2025
Added 18.21%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
99,857
shares
|
$2.65 Million
0.4% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
99,459
shares
|
$2.64 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
98,484
shares
|
$2.61 Million
1.22% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Ccg Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
98,215
shares
|
$2.61 Million
1.16% of portfolio
|
Q4 2025
Added 0.0%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
98,113
shares
|
$2.6 Million
0.15% of portfolio
|
Q4 2025
Added 6.73%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
96,916
shares
|
$2.57 Million
0.01% of portfolio
|
Q3 2025
Added 68.26%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
96,805
shares
|
$2.57 Million
2.28% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
96,681
shares
|
$2.57 Million
0.04% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
96,556
shares
|
$2.56 Million
2.86% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
95,075
shares
|
$2.52 Million
0.04% of portfolio
|
Q4 2025
Added 16.26%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
95,040
shares
|
$2.52 Million
0.28% of portfolio
|
Q4 2025
Added 5.23%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
94,864
shares
|
$2.52 Million
0.44% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
94,243
shares
|
$2.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 29.21%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
93,959
shares
|
$2.49 Million
1.46% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
93,958
shares
|
$2.49 Million
0.02% of portfolio
|
Q3 2025
Added 39.42%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
93,402
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
93,307
shares
|
$2.48 Million
0.45% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
93,031
shares
|
$2.47 Million
0.64% of portfolio
|
Q4 2025
Added 3.22%
|
|