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 |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,174
shares
|
$270,017
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
10,149
shares
|
$269,354
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,131
shares
|
$268,876
0.06% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
10,068
shares
|
$267,204
0.02% of portfolio
|
Q3 2025
Reduced 97.4%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
10,059
shares
|
$266,965
0.04% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
10,010
shares
|
$265,665
0.28% of portfolio
|
Q4 2025
Added 0.91%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
10,005
shares
|
$265,532
0.01% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
9,999
shares
|
$265,373
0.06% of portfolio
|
Q4 2025
Reduced 3.66%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
9,986
shares
|
$265,028
0.03% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
9,963
shares
|
$264,418
0.01% of portfolio
|
Q4 2024
Added 187.04%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
9,890
shares
|
$262,480
0.06% of portfolio
|
Q4 2025
Reduced 3.37%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
9,887
shares
|
$262,400
0.07% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
9,884
shares
|
$262,321
0.09% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
9,875
shares
|
$262,082
0.03% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
South Shore Capital Advisors
|
Jan 21, 2026 Q4 2025 |
9,833
shares
|
$260,967
0.2% of portfolio
|
Q4 2025
Added 102.58%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
9,827
shares
|
$260,808
0.06% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 21, 2026 Q4 2025 |
9,816
shares
|
$260,516
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,789
shares
|
$259,800
0.02% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
9,789
shares
|
$259,800
0.02% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
9,780
shares
|
$259,561
0.04% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
9,735
shares
|
$258,366
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Jan 20, 2026 Q4 2025 |
9,723
shares
|
$258,048
0.16% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
9,720
shares
|
$257,968
0.08% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Capital Wealth Planning, LLC
|
Nov 13, 2025 Q3 2025 |
9,701
shares
|
$257,464
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
9,657
shares
|
$256,296
0.04% of portfolio
|
Q2 2025
Added 1.81%
|
|