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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
84,935
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
84,923
shares
|
$2.25 Million
0.46% of portfolio
|
Q4 2025
Reduced 6.46%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
84,810
shares
|
$2.25 Million
0.05% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Nov 10, 2025 Q3 2025 |
84,637
shares
|
$2.25 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
83,057
shares
|
$2.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
83,033
shares
|
$2.2 Million
1.15% of portfolio
|
Q4 2025
Reduced 5.2%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
82,377
shares
|
$2.19 Million
1.03% of portfolio
|
Q4 2025
Reduced 8.8%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
82,127
shares
|
$2.18 Million
0.39% of portfolio
|
Q4 2024
Added 1015.86%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
81,736
shares
|
$2.17 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 12, 2026 Q4 2025 |
81,015
shares
|
$2.15 Million
1.06% of portfolio
|
Q1 2025
Reduced 15.62%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
80,604
shares
|
$2.14 Million
0.26% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
80,030
shares
|
$2.12 Million
0.13% of portfolio
|
Q1 2025
Added 67.36%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
79,960
shares
|
$2.12 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
79,784
shares
|
$2.12 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
79,768
shares
|
$2.12 Million
0.46% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
79,519
shares
|
$2.11 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
79,042
shares
|
$2.1 Million
1.04% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
78,281
shares
|
$2.08 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
78,180
shares
|
$2.07 Million
2.11% of portfolio
|
Q3 2025
Added 69.58%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
77,593
shares
|
$2.06 Million
0.06% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
77,417
shares
|
$2.05 Million
0.15% of portfolio
|
Q3 2025
Added 14.5%
|
|
|
Bouchey Financial Group LTD
|
Jan 16, 2026 Q4 2025 |
77,364
shares
|
$2.05 Million
0.17% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
76,752
shares
|
$2.04 Million
0.67% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
76,461
shares
|
$2.03 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
76,342
shares
|
$2.03 Million
0.28% of portfolio
|
Q3 2025
Reduced 18.56%
|
|