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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
1,307,726
shares
|
$34.7 Million
2.22% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,305,769
shares
|
$34.7 Million
9.51% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
1,300,022
shares
|
$34.5 Million
9.43% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
1,297,295
shares
|
$34.4 Million
4.28% of portfolio
|
Q2 2025
Added 23.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
1,296,003
shares
|
$34.4 Million
0.44% of portfolio
|
Q4 2025
Reduced 11.97%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
1,287,531
shares
|
$34.2 Million
3.51% of portfolio
|
Q4 2025
Added 2.34%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
1,276,776
shares
|
$33.9 Million
2.2% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
1,272,856
shares
|
$33.8 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
1,264,795
shares
|
$33.6 Million
4.81% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jan 21, 2026 Q4 2025 |
1,252,181
shares
|
$33.2 Million
16.14% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
1,246,944
shares
|
$33.1 Million
1.12% of portfolio
|
Q4 2025
Reduced 0.77%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,226,756
shares
|
$32.6 Million
2.77% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
1,226,697
shares
|
$32.6 Million
9.42% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,226,232
shares
|
$32.5 Million
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,224,113
shares
|
$32.5 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Jan 20, 2026 Q4 2025 |
1,218,437
shares
|
$32.3 Million
2.69% of portfolio
|
Q4 2025
Added 0.91%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,212,551
shares
|
$32.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
1,196,828
shares
|
$31.8 Million
12.68% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
1,191,721
shares
|
$31.6 Million
9.81% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
1,186,560
shares
|
$31.5 Million
6.45% of portfolio
|
Q4 2025
Added 277.54%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
1,174,731
shares
|
$31.2 Million
13.29% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
1,157,789
shares
|
$30.7 Million
0.58% of portfolio
|
Q4 2025
Reduced 2.65%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,154,986
shares
|
$30.7 Million
2.52% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
1,152,004
shares
|
$30.6 Million
20.39% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
1,145,554
shares
|
$30.4 Million
14.53% of portfolio
|
Q3 2025
Reduced 0.54%
|
|