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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
44,232
shares
|
$1.17 Million
0.26% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
44,161
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
44,079
shares
|
$1.17 Million
0.62% of portfolio
|
Q3 2025
Reduced 18.58%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
44,062
shares
|
$1.17 Million
0.66% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
43,891
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
43,747
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2024
Added 209.91%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
43,651
shares
|
$1.16 Million
0.18% of portfolio
|
Q3 2025
Reduced 76.58%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
43,399
shares
|
$1.15 Million
0.37% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
43,372
shares
|
$1.15 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
43,370
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Aug 12, 2025 Q2 2025 |
43,235
shares
|
$1.15 Million
0.98% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
43,173
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
Added 47.38%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
42,934
shares
|
$1.14 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
42,842
shares
|
$1.14 Million
0.34% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
42,460
shares
|
$1.13 Million
0.6% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
42,363
shares
|
$1.12 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
42,041
shares
|
$1.12 Million
0.66% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
42,035
shares
|
$1.12 Million
0.5% of portfolio
|
Q3 2025
Reduced 79.61%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
41,950
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
41,716
shares
|
$1.11 Million
0.89% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
41,650
shares
|
$1.1 Million
0.35% of portfolio
|
Q1 2023
Reduced 0.66%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
41,501
shares
|
$1.1 Million
0.28% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
41,406
shares
|
$1.1 Million
0.64% of portfolio
|
Q3 2025
Reduced 11.98%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 20, 2025 Q3 2025 |
41,328
shares
|
$1.1 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
40,974
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 0.4%
|