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 |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
34,586
shares
|
$933,130
0.05% of portfolio
|
Q3 2025
Reduced 18.33%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
34,571
shares
|
$932,725
0.05% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
34,465
shares
|
$929,865
0.22% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
34,128
shares
|
$920,773
0.37% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
34,053
shares
|
$918,749
0.11% of portfolio
|
Q2 2022
Added 19.62%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
34,008
shares
|
$917,535
0.04% of portfolio
|
Q2 2025
Added 96.67%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
33,918
shares
|
$915,107
0.03% of portfolio
|
Q3 2025
Added 245.26%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
33,836
shares
|
$912,895
0.69% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
33,832
shares
|
$912,787
0.16% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
33,697
shares
|
$909,145
0.14% of portfolio
|
Q3 2025
Added 23.95%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
33,645
shares
|
$907,742
0.1% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
33,460
shares
|
$902,750
0.35% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
33,357
shares
|
$899,971
0.69% of portfolio
|
Q4 2023
Reduced 2.14%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
33,356
shares
|
$899,944
0.0% of portfolio
|
Q3 2025
Added 28.85%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
33,179
shares
|
$895,169
0.28% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
33,177
shares
|
$895,115
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
33,143
shares
|
$894,198
0.02% of portfolio
|
Q3 2025
Reduced 67.48%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
32,715
shares
|
$882,650
0.16% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
32,701
shares
|
$882,272
0.06% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
32,679
shares
|
$881,679
0.2% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
32,648
shares
|
$880,843
0.39% of portfolio
|
Q2 2025
Added 15.68%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
32,612
shares
|
$879,871
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
32,584
shares
|
$879,116
0.04% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
32,546
shares
|
$878,091
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
32,538
shares
|
$877,875
0.24% of portfolio
|
Q2 2025
Added 1.29%
|