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 |
|---|---|---|---|---|---|
|
Capital Planning LLC
|
Jan 22, 2026 Q4 2025 |
19,289
shares
|
$511,930
0.15% of portfolio
|
Q4 2025
Reduced 49.66%
|
|
|
Uncommon Cents Investing LLC
|
Jan 15, 2026 Q4 2025 |
19,236
shares
|
$510,523
0.13% of portfolio
|
Q3 2025
Added 51.33%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
19,187
shares
|
$509,222
0.07% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
19,040
shares
|
$505,321
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Jan 23, 2026 Q4 2025 |
18,942
shares
|
$502,720
0.24% of portfolio
|
Q4 2025
Added 2.51%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
18,800
shares
|
$498,952
0.02% of portfolio
|
Q1 2025
Added 34.22%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
18,795
shares
|
$498,819
0.03% of portfolio
|
Q4 2025
Reduced 4.11%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
18,780
shares
|
$498,421
0.13% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
18,771
shares
|
$498,182
0.17% of portfolio
|
Q4 2024
Added 206.32%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
18,742
shares
|
$497,412
0.1% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,677
shares
|
$495,687
0.04% of portfolio
|
Q4 2024
Added 229.17%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
18,597
shares
|
$493,564
0.04% of portfolio
|
Q2 2025
Reduced 19.06%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
18,572
shares
|
$492,900
0.08% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
18,535
shares
|
$491,918
0.13% of portfolio
|
Q3 2025
Reduced 39.8%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
18,475
shares
|
$490,326
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
18,442
shares
|
$489,450
0.34% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
18,376
shares
|
$487,699
0.02% of portfolio
|
Q4 2025
Reduced 4.87%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
18,256
shares
|
$484,514
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
18,204
shares
|
$483,134
0.22% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
18,162
shares
|
$482,019
0.14% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
18,129
shares
|
$481,143
0.35% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Mbe Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
18,040
shares
|
$478,781
0.22% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Ddd Partners, LLC
|
Nov 06, 2025 Q3 2025 |
17,849
shares
|
$473,712
0.03% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
17,840
shares
|
$473,473
0.11% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
17,838
shares
|
$473,420
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|