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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
2,721
shares
|
$72,215
0.0% of portfolio
|
Q1 2025
Reduced 52.78%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
2,688
shares
|
$71,339
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
2,665
shares
|
$70,729
0.01% of portfolio
|
Q1 2025
Added 227.4%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
2,665
shares
|
$70,729
0.01% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,628
shares
|
$69,747
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
2,552
shares
|
$67,730
0.0% of portfolio
|
Q3 2025
Added 126.44%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
2,529
shares
|
$67,119
0.08% of portfolio
|
Q2 2022
Reduced 12.91%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,467
shares
|
$65,474
0.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
2,390
shares
|
$63,430
0.01% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
2,349
shares
|
$62,342
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
2,347
shares
|
$62,289
0.04% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
2,343
shares
|
$62,183
0.02% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
2,328
shares
|
$61,785
0.04% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
2,266
shares
|
$60,139
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,262
shares
|
$60,033
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 23, 2026 Q4 2025 |
2,174
shares
|
$57,697
0.03% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,173
shares
|
$57,671
0.0% of portfolio
|
Q3 2025
Reduced 29.24%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
2,147
shares
|
$56,981
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,136
shares
|
$56,689
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
2,129
shares
|
$56,503
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,123
shares
|
$56,344
0.02% of portfolio
|
Q4 2024
Added 199.86%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
2,112
shares
|
$56,052
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
2,100
shares
|
$55,734
0.01% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
2,058
shares
|
$54,619
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,028
shares
|
$53,823
0.03% of portfolio
|
Q2 2023
Reduced 60.5%
|
|