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 1,603 institutions that hold shares in the stock, with a total of 1.13 Billion shares, which have been reported (via 13F filing form) to have a value of $30.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elite Life Management LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
483,521
shares
|
$13 Million
26.01% of portfolio
|
Q3 2025
Added 24.99%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
480,613
shares
|
$12.9 Million
9.69% of portfolio
|
Q3 2025
Added 14.61%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
474,816
shares
|
$12.8 Million
0.26% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
473,814
shares
|
$12.8 Million
0.1% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
470,446
shares
|
$12.7 Million
3.2% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
470,392
shares
|
$12.7 Million
11.71% of portfolio
|
Q3 2023
Added 0.9%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
464,620
shares
|
$12.5 Million
0.13% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
462,870
shares
|
$12.5 Million
1.86% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
460,623
shares
|
$12.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
455,693
shares
|
$12.3 Million
2.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Riversedge Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
450,558
shares
|
$12.1 Million
2.05% of portfolio
|
Q3 2025
Reduced 21.48%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
448,166
shares
|
$12.1 Million
4.66% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
445,749
shares
|
$12 Million
0.44% of portfolio
|
Q3 2025
Added 30.03%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
445,202
shares
|
$12 Million
15.03% of portfolio
|
Q2 2023
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
438,510
shares
|
$11.8 Million
7.24% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
437,799
shares
|
$11.8 Million
5.49% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
437,507
shares
|
$11.8 Million
4.15% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
436,456
shares
|
$11.7 Million
2.12% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
435,237
shares
|
$11.7 Million
3.21% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
434,792
shares
|
$11.7 Million
0.31% of portfolio
|
Q2 2025
Added 747.83%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
432,667
shares
|
$11.6 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
428,610
shares
|
$11.5 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
428,227
shares
|
$11.5 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
426,872
shares
|
$11.5 Million
3.05% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
425,277
shares
|
$11.4 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.25%
|