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 |
|---|---|---|---|---|---|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
183
shares
|
$4,856
0.0% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
174
shares
|
$4,617
0.0% of portfolio
|
Q2 2022
Reduced 33.59%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
168
shares
|
$4,458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
160
shares
|
$4,246
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
160
shares
|
$4,246
0.0% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
150
shares
|
$3,981
0.0% of portfolio
|
Q2 2025
Reduced 54.68%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
150
shares
|
$3,981
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
144
shares
|
$3,821
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
139
shares
|
$3,689
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
137
shares
|
$3,635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
125
shares
|
$3,317
0.0% of portfolio
|
Q2 2025
Reduced 83.93%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
125
shares
|
$3,317
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
120
shares
|
$3,184
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
117
shares
|
$3,105
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
108
shares
|
$2,866
0.0% of portfolio
|
Q2 2025
Reduced 93.22%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$2,654
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
87
shares
|
$2,308
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
58
shares
|
$1,539
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
52
shares
|
$1,380
0.0% of portfolio
|
Q4 2024
Added 246.67%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
39
shares
|
$1,035
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
37
shares
|
$981
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
37
shares
|
$981
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
27
shares
|
$716
0.0% of portfolio
|
Q4 2025
Added 3.85%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
24
shares
|
$636
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
24
shares
|
$636
0.0% of portfolio
|
Q4 2024
New holding
|
|