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 |
|---|---|---|---|---|---|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
41,720
shares
|
$1.11 Million
0.89% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
41,650
shares
|
$1.11 Million
0.35% of portfolio
|
Q1 2023
Reduced 0.66%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
40,974
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
40,905
shares
|
$1.09 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Econ Financial Services Corp
|
Jan 15, 2026 Q4 2025 |
40,720
shares
|
$1.08 Million
0.56% of portfolio
|
Q4 2025
Reduced 4.1%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
40,631
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.5%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
40,481
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
40,326
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
40,096
shares
|
$1.06 Million
0.47% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
40,092
shares
|
$1.06 Million
0.14% of portfolio
|
Q4 2025
Added 2.18%
|
|
|
Twele Capital Management, Inc.
|
Jan 09, 2026 Q4 2025 |
40,075
shares
|
$1.06 Million
0.19% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
39,930
shares
|
$1.06 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 21, 2026 Q4 2025 |
39,806
shares
|
$1.06 Million
0.24% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
39,760
shares
|
$1.06 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 17, 2025 Q3 2025 |
39,730
shares
|
$1.05 Million
0.48% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
39,698
shares
|
$1.05 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
39,675
shares
|
$1.05 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
39,521
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
39,510
shares
|
$1.05 Million
0.67% of portfolio
|
Q4 2025
Reduced 17.29%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
39,365
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
38,953
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2022
Reduced 0.7%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Jan 23, 2026 Q4 2025 |
38,754
shares
|
$1.03 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
38,706
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 16, 2026 Q4 2025 |
38,649
shares
|
$1.03 Million
0.25% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
38,616
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.95%
|
|