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 |
|---|---|---|---|---|---|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
44,440
shares
|
$1.18 Million
0.26% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
44,364
shares
|
$1.18 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
44,318
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
44,247
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2025
Added 43.79%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
44,245
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
44,062
shares
|
$1.17 Million
0.66% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Nov 14, 2025 Q3 2025 |
43,968
shares
|
$1.17 Million
1.01% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
Jan 20, 2026 Q4 2025 |
43,918
shares
|
$1.17 Million
1.0% of portfolio
|
Q4 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
43,747
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2024
Added 209.91%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
43,651
shares
|
$1.16 Million
0.18% of portfolio
|
Q3 2025
Reduced 76.58%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
43,399
shares
|
$1.15 Million
0.37% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
43,372
shares
|
$1.15 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
43,370
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 20, 2026 Q4 2025 |
43,350
shares
|
$1.15 Million
0.83% of portfolio
|
Q4 2025
Added 11.07%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
43,332
shares
|
$1.15 Million
0.24% of portfolio
|
Q4 2025
Reduced 2.03%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
43,173
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
Added 47.38%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
43,015
shares
|
$1.14 Million
0.09% of portfolio
|
Q4 2025
Reduced 48.95%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Jan 21, 2026 Q4 2025 |
42,787
shares
|
$1.14 Million
0.68% of portfolio
|
Q4 2025
Added 3.34%
|
|
|
Compass Advisory Group LLC
|
Jan 21, 2026 Q4 2025 |
42,759
shares
|
$1.13 Million
0.36% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
42,443
shares
|
$1.13 Million
0.54% of portfolio
|
Q4 2025
Reduced 3.71%
|
|
|
Joule Financial, LLC
|
Jan 20, 2026 Q4 2025 |
42,383
shares
|
$1.12 Million
0.34% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
42,363
shares
|
$1.12 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
42,046
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 60.02%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
42,041
shares
|
$1.12 Million
0.66% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
41,950
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.64%
|
|