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 |
|---|---|---|---|---|---|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,401
shares
|
$143,342
0.07% of portfolio
|
Q2 2023
Reduced 20.04%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,336
shares
|
$141,617
0.24% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,287
shares
|
$140,316
0.03% of portfolio
|
Q2 2023
Reduced 3.59%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
5,248
shares
|
$139,281
0.27% of portfolio
|
Q1 2024
Reduced 25.14%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
5,046
shares
|
$133,920
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
5,030
shares
|
$133,496
0.06% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
5,025
shares
|
$133,363
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
4,976
shares
|
$132,063
0.01% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
4,905
shares
|
$130,178
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
4,845
shares
|
$128,586
0.06% of portfolio
|
Q1 2023
Added 2.98%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,761
shares
|
$126,356
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,680
shares
|
$124,207
0.01% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,662
shares
|
$123,729
0.05% of portfolio
|
Q4 2022
Reduced 20.27%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
4,646
shares
|
$123,304
0.01% of portfolio
|
Q4 2025
Added 8.05%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,595
shares
|
$121,951
0.05% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
4,576
shares
|
$121,447
0.05% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,539
shares
|
$120,465
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,528
shares
|
$120,173
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,528
shares
|
$120,173
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,518
shares
|
$119,907
0.05% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
4,515
shares
|
$119,828
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
4,506
shares
|
$119,589
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
4,500
shares
|
$119,430
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
4,424
shares
|
$117,412
0.04% of portfolio
|
Q4 2025
Reduced 3.55%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
4,410
shares
|
$117,041
0.01% of portfolio
|
Q3 2025
Reduced 33.15%
|
|