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 |
|---|---|---|---|---|---|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
83,388
shares
|
$2.25 Million
2.23% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
83,057
shares
|
$2.24 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
82,127
shares
|
$2.22 Million
0.41% of portfolio
|
Q4 2024
Added 1015.86%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
81,938
shares
|
$2.21 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
81,780
shares
|
$2.21 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
81,736
shares
|
$2.21 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 07, 2025 Q3 2025 |
81,015
shares
|
$2.19 Million
1.04% of portfolio
|
Q1 2025
Reduced 15.62%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
80,030
shares
|
$2.16 Million
0.13% of portfolio
|
Q1 2025
Added 67.36%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
79,960
shares
|
$2.16 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
79,784
shares
|
$2.15 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
79,768
shares
|
$2.15 Million
0.46% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
79,540
shares
|
$2.15 Million
1.07% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
79,281
shares
|
$2.14 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
78,469
shares
|
$2.12 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
78,281
shares
|
$2.11 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
78,180
shares
|
$2.11 Million
2.11% of portfolio
|
Q3 2025
Added 69.58%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
78,135
shares
|
$2.11 Million
1.46% of portfolio
|
Q3 2025
Reduced 45.49%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
77,830
shares
|
$2.1 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
77,799
shares
|
$2.1 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
77,593
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
77,417
shares
|
$2.09 Million
0.15% of portfolio
|
Q3 2025
Added 14.5%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
76,752
shares
|
$2.07 Million
0.67% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
76,342
shares
|
$2.06 Million
0.28% of portfolio
|
Q3 2025
Reduced 18.56%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
76,307
shares
|
$2.06 Million
1.45% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
76,179
shares
|
$2.06 Million
0.78% of portfolio
|
Q2 2025
Added 0.45%
|