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 |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
40,974
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
40,905
shares
|
$1.1 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
40,631
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.5%
|
|
|
Twele Capital Management, Inc.
|
Oct 15, 2025 Q3 2025 |
40,412
shares
|
$1.09 Million
0.2% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
40,248
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
40,097
shares
|
$1.08 Million
0.46% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
39,996
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
39,930
shares
|
$1.08 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
39,760
shares
|
$1.07 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
39,698
shares
|
$1.07 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
39,521
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
39,296
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Oct 15, 2025 Q3 2025 |
39,028
shares
|
$1.05 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
39,019
shares
|
$1.05 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
38,953
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2022
Reduced 0.7%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 16, 2025 Q3 2025 |
38,824
shares
|
$1.05 Million
2.33% of portfolio
|
Q3 2025
Added 28.78%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
38,757
shares
|
$1.05 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
38,754
shares
|
$1.05 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
38,706
shares
|
$1.04 Million
0.08% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Farmers Trust CO
|
Oct 01, 2025 Q3 2025 |
38,616
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
38,404
shares
|
$1.04 Million
0.21% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
38,362
shares
|
$1.04 Million
0.45% of portfolio
|
Q4 2022
Reduced 5.24%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
38,321
shares
|
$1.03 Million
0.31% of portfolio
|
Q3 2025
Added 59.38%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
38,299
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
38,188
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.26%
|