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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
741,079
shares
|
$19.7 Million
3.76% of portfolio
|
Q4 2025
Added 3.21%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
736,160
shares
|
$19.5 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
735,355
shares
|
$19.5 Million
3.77% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
733,407
shares
|
$19.5 Million
11.2% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
731,251
shares
|
$19.4 Million
3.8% of portfolio
|
Q3 2022
Added 3.4%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
717,701
shares
|
$19 Million
0.26% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jan 20, 2026 Q4 2025 |
716,115
shares
|
$19 Million
15.17% of portfolio
|
Q4 2025
Added 49.0%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
715,583
shares
|
$19 Million
1.18% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
705,070
shares
|
$18.7 Million
2.13% of portfolio
|
Q4 2025
Added 5.77%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
702,186
shares
|
$18.6 Million
7.71% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 14, 2026 Q4 2025 |
702,149
shares
|
$18.6 Million
4.1% of portfolio
|
Q4 2025
Added 4.27%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
690,856
shares
|
$18.3 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
685,710
shares
|
$18.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
679,208
shares
|
$18 Million
13.41% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
673,536
shares
|
$17.9 Million
4.33% of portfolio
|
Q3 2025
Reduced 15.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
661,642
shares
|
$17.6 Million
0.04% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 31, 2025 Q3 2025 |
656,462
shares
|
$17.4 Million
2.07% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
651,164
shares
|
$17.3 Million
4.15% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
643,293
shares
|
$17.1 Million
6.08% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
642,584
shares
|
$17.1 Million
0.6% of portfolio
|
Q4 2025
Reduced 3.9%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
635,073
shares
|
$16.9 Million
7.15% of portfolio
|
Q4 2024
Added 186.98%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
622,584
shares
|
$16.5 Million
1.27% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
607,569
shares
|
$16.1 Million
2.93% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Jan 21, 2026 Q4 2025 |
606,334
shares
|
$16.1 Million
9.72% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
605,921
shares
|
$16.1 Million
3.79% of portfolio
|
Q3 2025
Added 0.57%
|
|