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 |
|---|---|---|---|---|---|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
37,895
shares
|
$1.02 Million
1.17% of portfolio
|
Q4 2023
Added 0.77%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
37,800
shares
|
$1.02 Million
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
37,707
shares
|
$1.02 Million
0.57% of portfolio
|
Q1 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
37,406
shares
|
$1.01 Million
0.44% of portfolio
|
Q2 2025
Reduced 25.26%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
37,392
shares
|
$1.01 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
37,110
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
37,023
shares
|
$998,880
0.0% of portfolio
|
Q3 2025
Added 32.12%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
36,886
shares
|
$995,184
0.45% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
36,627
shares
|
$988,196
0.03% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
36,534
shares
|
$985,687
0.39% of portfolio
|
Q2 2025
Added 913250.0%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
36,210
shares
|
$976,945
0.12% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
36,210
shares
|
$976,945
0.46% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
36,196
shares
|
$976,568
0.2% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
36,168
shares
|
$975,812
0.05% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
36,148
shares
|
$975,273
0.68% of portfolio
|
Q1 2023
Reduced 1.16%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
36,077
shares
|
$973,357
0.14% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
36,073
shares
|
$973,249
0.36% of portfolio
|
Q3 2025
Added 19.46%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
36,005
shares
|
$971,414
0.37% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
35,858
shares
|
$967,448
0.01% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
35,661
shares
|
$962,133
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
35,475
shares
|
$957,115
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
35,309
shares
|
$952,636
0.03% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
35,289
shares
|
$952,097
0.15% of portfolio
|
Q4 2024
Added 191.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
35,076
shares
|
$946,350
0.0% of portfolio
|
Q2 2025
Added 25.13%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
34,828
shares
|
$939,659
0.08% of portfolio
|
Q3 2025
Added 0.3%
|