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 |
|---|---|---|---|---|---|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
15,864
shares
|
$421,030
0.05% of portfolio
|
Q2 2025
Reduced 19.61%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
15,852
shares
|
$420,712
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
15,804
shares
|
$419,438
0.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
15,761
shares
|
$418,296
0.06% of portfolio
|
Q3 2025
Added 35.86%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
15,720
shares
|
$417,208
0.03% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
15,641
shares
|
$415,112
0.39% of portfolio
|
Q3 2025
Added 19.85%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 23, 2026 Q4 2025 |
15,634
shares
|
$414,926
0.03% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
15,610
shares
|
$414,289
0.3% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
15,580
shares
|
$413,493
0.04% of portfolio
|
Q4 2025
Added 12.83%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
15,546
shares
|
$412,590
0.18% of portfolio
|
Q4 2025
Reduced 28.07%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
15,536
shares
|
$412,325
0.0% of portfolio
|
Q3 2025
Reduced 93.41%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
15,491
shares
|
$411,131
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
15,423
shares
|
$409,326
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 23, 2026 Q4 2025 |
15,395
shares
|
$408,583
0.05% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
15,362
shares
|
$407,707
0.14% of portfolio
|
Q3 2025
Added 86.07%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
15,315
shares
|
$406,460
0.1% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
15,288
shares
|
$405,743
0.1% of portfolio
|
Q1 2025
Reduced 28.02%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
15,287
shares
|
$405,716
0.1% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
15,240
shares
|
$404,469
0.05% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,185
shares
|
$403,009
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
15,172
shares
|
$402,664
0.02% of portfolio
|
Q4 2025
Added 17.48%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
15,086
shares
|
$400,382
0.04% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
15,000
shares
|
$398,100
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
14,964
shares
|
$397,144
0.07% of portfolio
|
Q3 2025
Reduced 97.13%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
14,867
shares
|
$394,570
0.15% of portfolio
|
Q4 2025
Added 0.01%
|
|