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 |
|---|---|---|---|---|---|
|
Warner Financial, Inc
Bethesda, MD |
Jan 21, 2026 Q4 2025 |
11,626
shares
|
$308,554
0.11% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
11,616
shares
|
$308,288
0.03% of portfolio
|
Q4 2024
Added 210.92%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
11,505
shares
|
$305,342
0.03% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11,478
shares
|
$304,626
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jan 20, 2026 Q4 2025 |
11,471
shares
|
$304,440
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
11,443
shares
|
$303,697
0.1% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Auctus Advisors LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
11,429
shares
|
$303,325
0.28% of portfolio
|
Q4 2025
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 23, 2026 Q4 2025 |
11,417
shares
|
$303,007
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
11,310
shares
|
$300,167
0.0% of portfolio
|
Q3 2025
Added 15.33%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
11,280
shares
|
$299,371
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
11,243
shares
|
$298,389
0.09% of portfolio
|
Q4 2025
Added 22.93%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
11,191
shares
|
$297,009
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
11,163
shares
|
$296,266
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
11,138
shares
|
$295,602
0.01% of portfolio
|
Q3 2025
Reduced 97.16%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
11,137
shares
|
$295,575
0.04% of portfolio
|
Q2 2025
Reduced 29.73%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
11,091
shares
|
$294,355
0.02% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
10,952
shares
|
$290,666
0.04% of portfolio
|
Q3 2025
Reduced 51.29%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
10,934
shares
|
$290,188
0.01% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
10,901
shares
|
$289,312
0.07% of portfolio
|
Q3 2025
Reduced 16.42%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
10,872
shares
|
$288,542
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
10,860
shares
|
$288,224
0.01% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
10,856
shares
|
$288,118
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
10,856
shares
|
$288,118
0.04% of portfolio
|
Q1 2025
Reduced 41.03%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
10,851
shares
|
$287,985
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
10,843
shares
|
$287,773
0.02% of portfolio
|
Q3 2025
Reduced 6.06%
|
|