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 1,645 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 $30.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 12, 2026 Q4 2025 |
432,404
shares
|
$11.5 Million
6.86% of portfolio
|
Q4 2025
Reduced 1.39%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 20, 2026 Q4 2025 |
430,740
shares
|
$11.4 Million
1.42% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
429,831
shares
|
$11.4 Million
3.78% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
425,277
shares
|
$11.3 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
423,920
shares
|
$11.3 Million
2.81% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
420,588
shares
|
$11.2 Million
4.01% of portfolio
|
Q4 2025
Reduced 3.87%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
420,281
shares
|
$11.2 Million
0.5% of portfolio
|
Q3 2022
Added 7.99%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Jan 26, 2026 Q4 2025 |
417,539
shares
|
$11.1 Million
8.46% of portfolio
|
Q4 2025
Reduced 19.77%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
416,487
shares
|
$11.1 Million
0.21% of portfolio
|
Q3 2025
Added 50.9%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
415,673
shares
|
$11 Million
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
411,728
shares
|
$10.9 Million
6.14% of portfolio
|
Q4 2025
Added 1.67%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
411,380
shares
|
$10.9 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 23, 2026 Q4 2025 |
402,404
shares
|
$10.7 Million
5.35% of portfolio
|
Q4 2025
Reduced 0.11%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 20, 2026 Q4 2025 |
398,945
shares
|
$10.6 Million
4.35% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
398,416
shares
|
$10.6 Million
0.44% of portfolio
|
Q4 2024
Added 188.73%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
395,945
shares
|
$10.5 Million
0.22% of portfolio
|
Q4 2025
Reduced 5.35%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
391,390
shares
|
$10.4 Million
1.61% of portfolio
|
Q3 2025
Added 51.95%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
390,129
shares
|
$10.4 Million
5.83% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Jan 26, 2026 Q4 2025 |
387,160
shares
|
$10.3 Million
1.4% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
386,960
shares
|
$10.3 Million
0.16% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Pfg Advisors
|
Jan 27, 2026 Q4 2025 |
381,661
shares
|
$10.1 Million
0.53% of portfolio
|
Q4 2025
Added 10.61%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
379,195
shares
|
$10.1 Million
0.03% of portfolio
|
Q3 2025
Added 52.91%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
377,989
shares
|
$10 Million
0.16% of portfolio
|
Q3 2025
Reduced 65.4%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
377,759
shares
|
$10 Million
0.05% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
375,122
shares
|
$9.96 Million
1.31% of portfolio
|
Q3 2025
Added 0.44%
|
|