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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
9,119
shares
|
$242,018
0.01% of portfolio
|
Q3 2025
Added 7563.03%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,085
shares
|
$241,115
0.01% of portfolio
|
Q4 2024
Reduced 80.41%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
9,069
shares
|
$240,691
0.07% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
9,018
shares
|
$239,337
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
9,013
shares
|
$239,205
0.02% of portfolio
|
Q4 2025
Reduced 39.75%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
8,998
shares
|
$238,806
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
8,961
shares
|
$237,824
0.04% of portfolio
|
Q2 2025
Reduced 26.45%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
8,957
shares
|
$237,718
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
8,953
shares
|
$237,612
0.04% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
8,942
shares
|
$237,320
0.05% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
8,893
shares
|
$236,020
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
8,876
shares
|
$235,569
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
8,864
shares
|
$235,250
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
8,855
shares
|
$235,011
0.01% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
8,827
shares
|
$234,268
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,808
shares
|
$233,764
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Presidio Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
8,772
shares
|
$232,808
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
8,759
shares
|
$232,463
0.17% of portfolio
|
Q2 2025
Added 29.59%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
8,691
shares
|
$230,659
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Services Of America, Inc.
|
Nov 03, 2025 Q3 2025 |
8,670
shares
|
$230,101
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
8,598
shares
|
$228,190
0.02% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
8,553
shares
|
$226,996
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,523
shares
|
$226,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Jan 16, 2026 Q4 2025 |
8,496
shares
|
$225,483
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
8,478
shares
|
$225,006
0.07% of portfolio
|
Q2 2025
New holding
|
|