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 |
|---|---|---|---|---|---|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
9,619
shares
|
$255,288
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
9,595
shares
|
$254,651
0.15% of portfolio
|
Q3 2025
Reduced 86.11%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
9,582
shares
|
$254,306
0.03% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
9,578
shares
|
$254,200
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
9,576
shares
|
$254,147
0.08% of portfolio
|
Q4 2025
Added 8.45%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
9,515
shares
|
$252,528
0.0% of portfolio
|
Q3 2025
Reduced 77.97%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
9,499
shares
|
$252,103
0.03% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
9,468
shares
|
$251,280
0.16% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
9,439
shares
|
$250,511
0.11% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
9,425
shares
|
$250,139
0.03% of portfolio
|
Q3 2025
Reduced 61.68%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
9,410
shares
|
$249,741
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
9,397
shares
|
$249,396
0.05% of portfolio
|
Q4 2025
Reduced 6.34%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 16, 2026 Q4 2025 |
9,388
shares
|
$249,157
0.15% of portfolio
|
Q4 2024
Added 200.99%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
9,381
shares
|
$248,971
0.03% of portfolio
|
Q2 2022
Added 11.68%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
9,378
shares
|
$248,892
0.01% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,378
shares
|
$248,892
0.02% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
9,377
shares
|
$248,865
0.03% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
9,326
shares
|
$247,512
0.04% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jan 23, 2026 Q4 2025 |
9,322
shares
|
$247,405
0.09% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
9,300
shares
|
$246,822
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
9,268
shares
|
$245,972
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2026 Q4 2025 |
9,234
shares
|
$245,070
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
9,234
shares
|
$245,070
0.1% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
9,138
shares
|
$242,522
0.03% of portfolio
|
Q3 2025
Added 37975.0%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
9,135
shares
|
$242,442
0.1% of portfolio
|
Q2 2023
Reduced 15.22%
|
|