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 1,631 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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
116,605
shares
|
$3.09 Million
0.04% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Flower City Capital
|
Oct 08, 2025 Q3 2025 |
116,483
shares
|
$3.09 Million
1.66% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
116,349
shares
|
$3.09 Million
1.51% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
115,411
shares
|
$3.06 Million
1.03% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
114,734
shares
|
$3.05 Million
1.69% of portfolio
|
Q4 2025
Added 3.1%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
114,080
shares
|
$3.03 Million
0.22% of portfolio
|
Q4 2025
Reduced 2.22%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
112,956
shares
|
$3 Million
4.01% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
112,547
shares
|
$2.99 Million
0.04% of portfolio
|
Q3 2025
Reduced 17.26%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
110,980
shares
|
$2.95 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
110,184
shares
|
$2.92 Million
0.1% of portfolio
|
Q4 2025
Reduced 1.4%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
109,895
shares
|
$2.92 Million
0.14% of portfolio
|
Q3 2025
Reduced 67.17%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
109,837
shares
|
$2.92 Million
0.14% of portfolio
|
Q3 2022
Added 37.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
108,999
shares
|
$2.89 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
108,943
shares
|
$2.89 Million
0.04% of portfolio
|
Q4 2025
Added 17.75%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
108,766
shares
|
$2.89 Million
0.91% of portfolio
|
Q1 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
107,398
shares
|
$2.85 Million
1.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
107,017
shares
|
$2.84 Million
0.73% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
106,698
shares
|
$2.83 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
106,678
shares
|
$2.83 Million
0.1% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
105,425
shares
|
$2.8 Million
0.58% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
105,342
shares
|
$2.8 Million
0.71% of portfolio
|
Q4 2025
Added 0.0%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
103,741
shares
|
$2.75 Million
2.12% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
103,005
shares
|
$2.73 Million
0.44% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
102,882
shares
|
$2.73 Million
1.34% of portfolio
|
Q3 2025
New holding
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 12, 2025 Q3 2025 |
102,081
shares
|
$2.71 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.47%
|
|