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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
17,820
shares
|
$472,942
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
17,812
shares
|
$472,730
0.23% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
17,761
shares
|
$471,376
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
17,746
shares
|
$470,978
0.07% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jan 21, 2026 Q4 2025 |
17,708
shares
|
$469,970
0.3% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
17,694
shares
|
$469,598
0.17% of portfolio
|
Q4 2024
Added 200.51%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
17,480
shares
|
$463,919
0.08% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
17,478
shares
|
$463,866
0.0% of portfolio
|
Q4 2025
Reduced 3.88%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
17,468
shares
|
$463,600
0.33% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
17,447
shares
|
$463,043
0.03% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
17,440
shares
|
$462,857
0.31% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
17,424
shares
|
$462,432
0.14% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
17,396
shares
|
$461,689
0.13% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Jan 13, 2026 Q4 2025 |
17,312
shares
|
$459,460
0.04% of portfolio
|
Q4 2025
Reduced 10.73%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
17,263
shares
|
$458,160
0.31% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
17,229
shares
|
$457,257
0.03% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
17,214
shares
|
$456,859
0.06% of portfolio
|
Q3 2022
Added 3.97%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
17,191
shares
|
$456,249
0.01% of portfolio
|
Q2 2023
Added 8.85%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Nov 14, 2025 Q3 2025 |
17,175
shares
|
$455,824
0.36% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
17,021
shares
|
$451,737
0.18% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
17,004
shares
|
$451,286
0.05% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
16,950
shares
|
$449,853
0.3% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
16,928
shares
|
$449,269
0.2% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
16,926
shares
|
$449,216
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
16,907
shares
|
$448,711
0.02% of portfolio
|
Q3 2025
Reduced 3.76%
|
|