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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,276
shares
|
$33,865
0.0% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
1,214
shares
|
$32,219
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,199
shares
|
$31,821
0.0% of portfolio
|
Q2 2024
Reduced 16.79%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
1,127
shares
|
$29,910
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
1,093
shares
|
$29,008
0.0% of portfolio
|
Q3 2025
Added 61.21%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
1,068
shares
|
$28,344
0.01% of portfolio
|
Q3 2025
Reduced 74.46%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
1,062
shares
|
$28,185
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,050
shares
|
$27,867
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,044
shares
|
$27,707
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
1,038
shares
|
$27,548
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$26,540
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
996
shares
|
$26,433
0.01% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
992
shares
|
$26,327
0.0% of portfolio
|
Q1 2025
Added 83.7%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
978
shares
|
$25,956
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
970
shares
|
$25,743
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
902
shares
|
$23,939
0.0% of portfolio
|
Q4 2025
Reduced 59.77%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
900
shares
|
$23,886
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
894
shares
|
$23,726
0.0% of portfolio
|
Q3 2025
Added 1195.65%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
894
shares
|
$23,726
0.0% of portfolio
|
Q1 2025
Reduced 39.72%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
886
shares
|
$23,514
0.01% of portfolio
|
Q4 2025
Reduced 37.69%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
880
shares
|
$23,355
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
867
shares
|
$23,010
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
846
shares
|
$22,452
0.01% of portfolio
|
Q2 2025
Reduced 56.88%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
840
shares
|
$22,293
0.03% of portfolio
|
Q2 2022
Added 90.91%
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
826
shares
|
$21,922
0.02% of portfolio
|
Q2 2025
New holding
|
|