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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
823
shares
|
$21,842
0.0% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
816
shares
|
$21,656
0.01% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
810
shares
|
$21,497
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
726
shares
|
$19,268
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
713
shares
|
$18,923
0.01% of portfolio
|
Q2 2023
Added 0.14%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
630
shares
|
$16,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
627
shares
|
$16,640
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
606
shares
|
$16,083
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
600
shares
|
$15,924
0.01% of portfolio
|
Q4 2024
Reduced 30.8%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
595
shares
|
$15,791
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
585
shares
|
$15,525
0.01% of portfolio
|
Q3 2025
Reduced 97.64%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
578
shares
|
$15,340
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
552
shares
|
$14,650
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
500
shares
|
$13,270
0.04% of portfolio
|
Q3 2025
Reduced 75.38%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
490
shares
|
$13,004
0.0% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
462
shares
|
$12,261
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
457
shares
|
$12,128
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
457
shares
|
$12,128
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
456
shares
|
$12,102
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
441
shares
|
$11,704
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
438
shares
|
$11,624
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
427
shares
|
$11,332
0.03% of portfolio
|
Q3 2022
Reduced 18.98%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
419
shares
|
$11,120
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
417
shares
|
$11,067
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
406
shares
|
$10,775
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|