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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
16,897
shares
|
$448,446
0.0% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
16,881
shares
|
$448,021
0.07% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
16,847
shares
|
$447,119
0.09% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
16,827
shares
|
$446,588
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
16,801
shares
|
$445,898
0.3% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Barton Investment Management
|
Jan 21, 2026 Q4 2025 |
16,800
shares
|
$445,872
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
16,800
shares
|
$445,872
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
16,730
shares
|
$444,014
0.13% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
16,633
shares
|
$441,439
0.36% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
16,569
shares
|
$439,741
0.15% of portfolio
|
Q3 2025
Reduced 23.92%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
16,508
shares
|
$438,122
0.06% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
16,485
shares
|
$437,511
0.11% of portfolio
|
Q1 2025
Reduced 58.07%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
16,476
shares
|
$437,273
0.07% of portfolio
|
Q3 2025
Reduced 15.51%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
16,392
shares
|
$435,043
0.52% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
16,340
shares
|
$433,663
0.03% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
16,306
shares
|
$432,761
0.33% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
16,251
shares
|
$431,301
0.09% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
16,233
shares
|
$430,823
0.0% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
16,141
shares
|
$428,382
0.02% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
16,134
shares
|
$428,196
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
16,119
shares
|
$427,798
0.18% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
16,066
shares
|
$426,391
0.06% of portfolio
|
Q2 2025
Added 48.86%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
15,986
shares
|
$424,268
0.01% of portfolio
|
Q3 2025
Reduced 23.97%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
15,968
shares
|
$423,790
0.04% of portfolio
|
Q3 2025
Reduced 68.7%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
15,914
shares
|
$422,357
0.02% of portfolio
|
Q3 2025
New holding
|
|