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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
2,025
shares
|
$53,743
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
1,935
shares
|
$51,354
0.01% of portfolio
|
Q4 2025
Added 2124.14%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,892
shares
|
$50,213
0.04% of portfolio
|
Q4 2022
Added 169.13%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,878
shares
|
$49,842
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
1,872
shares
|
$49,682
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,856
shares
|
$49,258
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
1,785
shares
|
$47,373
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,764
shares
|
$46,816
0.0% of portfolio
|
Q2 2025
Reduced 18.78%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,734
shares
|
$46,020
0.02% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
1,693
shares
|
$44,932
0.0% of portfolio
|
Q3 2025
Added 31.44%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,680
shares
|
$44,587
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,616
shares
|
$42,888
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,560
shares
|
$41,402
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,524
shares
|
$40,446
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
1,500
shares
|
$39,810
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,481
shares
|
$39,305
0.0% of portfolio
|
Q1 2025
Reduced 95.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,453
shares
|
$38,562
0.01% of portfolio
|
Q2 2023
Reduced 20.16%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
1,444
shares
|
$38,323
0.0% of portfolio
|
Q3 2025
Reduced 25.68%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
1,406
shares
|
$37,315
0.01% of portfolio
|
Q4 2024
Added 199.79%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
1,350
shares
|
$35,829
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,344
shares
|
$35,669
0.01% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
1,327
shares
|
$35,218
0.0% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,319
shares
|
$35,006
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
1,315
shares
|
$34,900
0.01% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
1,306
shares
|
$34,661
0.02% of portfolio
|
Q4 2025
Reduced 72.63%
|
|