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 |
|---|---|---|---|---|---|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
7,872
shares
|
$208,922
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 06, 2026 Q4 2025 |
7,866
shares
|
$208,763
0.07% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
7,862
shares
|
$208,657
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
7,854
shares
|
$208,445
0.01% of portfolio
|
Q4 2022
Reduced 4.2%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
7,850
shares
|
$208,339
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
Oct 29, 2025 Q3 2025 |
7,842
shares
|
$208,126
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
7,821
shares
|
$207,569
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
7,811
shares
|
$207,303
0.07% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
7,760
shares
|
$205,950
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Parthenon LLC
|
Jan 22, 2026 Q4 2025 |
7,758
shares
|
$205,897
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jan 20, 2026 Q4 2025 |
7,742
shares
|
$205,472
0.05% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
7,737
shares
|
$205,339
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
7,730
shares
|
$205,154
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
7,728
shares
|
$205,101
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Jan 21, 2026 Q4 2025 |
7,692
shares
|
$204,145
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
7,691
shares
|
$204,119
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
7,650
shares
|
$203,031
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
7,634
shares
|
$202,606
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
7,584
shares
|
$201,279
0.02% of portfolio
|
Q4 2025
Reduced 4.64%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
7,502
shares
|
$199,103
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
7,500
shares
|
$199,050
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,384
shares
|
$195,971
0.05% of portfolio
|
Q1 2022
Added 50.88%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
7,200
shares
|
$191,088
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,113
shares
|
$188,779
0.28% of portfolio
|
Q3 2023
Reduced 70.43%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
7,050
shares
|
$187,107
0.05% of portfolio
|
Q3 2025
Reduced 3.42%
|
|