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 1,608 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 $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
54,717
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
54,655
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
54,480
shares
|
$1.47 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
54,462
shares
|
$1.47 Million
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
54,220
shares
|
$1.46 Million
0.11% of portfolio
|
Q2 2025
Added 431.46%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
54,114
shares
|
$1.46 Million
1.19% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
52,570
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Added 198.02%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
52,381
shares
|
$1.41 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
52,076
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
51,254
shares
|
$1.38 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
51,025
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
51,022
shares
|
$1.38 Million
0.15% of portfolio
|
Q2 2025
Reduced 31.57%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
50,726
shares
|
$1.37 Million
0.43% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
50,675
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
50,516
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
50,406
shares
|
$1.36 Million
0.38% of portfolio
|
Q4 2024
Added 329.87%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
50,013
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
49,918
shares
|
$1.35 Million
0.72% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
49,806
shares
|
$1.34 Million
0.71% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
49,671
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
49,482
shares
|
$1.34 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
49,366
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
48,880
shares
|
$1.32 Million
0.18% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2025 Q3 2025 |
48,801
shares
|
$1.32 Million
0.24% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
48,655
shares
|
$1.31 Million
0.13% of portfolio
|
Q3 2025
Added 0.44%
|