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 1,605 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
90,317
shares
|
$2.4 Million
0.27% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
90,130
shares
|
$2.39 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
90,027
shares
|
$2.39 Million
0.4% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
89,797
shares
|
$2.38 Million
0.08% of portfolio
|
Q4 2023
Reduced 2.41%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
89,759
shares
|
$2.38 Million
0.05% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
88,865
shares
|
$2.36 Million
1.36% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
88,568
shares
|
$2.35 Million
0.79% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
88,562
shares
|
$2.35 Million
0.26% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
88,433
shares
|
$2.35 Million
0.05% of portfolio
|
Q3 2025
Added 758.66%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
88,164
shares
|
$2.34 Million
0.3% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
87,880
shares
|
$2.33 Million
1.89% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
87,618
shares
|
$2.32 Million
0.46% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
87,589
shares
|
$2.32 Million
1.25% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
87,481
shares
|
$2.32 Million
1.36% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
86,557
shares
|
$2.3 Million
0.41% of portfolio
|
Q4 2024
Added 200.98%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
86,372
shares
|
$2.29 Million
0.35% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
86,326
shares
|
$2.29 Million
0.29% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
86,011
shares
|
$2.28 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
85,661
shares
|
$2.27 Million
1.22% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
85,608
shares
|
$2.27 Million
0.94% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
85,364
shares
|
$2.26 Million
1.75% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
84,986
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2025
Added 125.82%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
84,810
shares
|
$2.25 Million
0.05% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Nov 10, 2025 Q3 2025 |
84,637
shares
|
$2.25 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
84,472
shares
|
$2.24 Million
0.13% of portfolio
|
Q3 2025
Reduced 16.51%
|