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 1,639 institutions that hold shares in the stock, with a total of 1.14 Billion shares, which have been reported (via 13F filing form) to have a value of $30.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
32,679
shares
|
$867,300
0.2% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
32,648
shares
|
$866,477
0.39% of portfolio
|
Q2 2025
Added 15.68%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
32,612
shares
|
$865,522
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
32,584
shares
|
$864,779
0.04% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
32,546
shares
|
$863,770
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
32,538
shares
|
$863,558
0.24% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
32,452
shares
|
$861,276
0.01% of portfolio
|
Q3 2025
Reduced 17.42%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
32,220
shares
|
$855,118
0.06% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
32,187
shares
|
$854,242
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
32,119
shares
|
$852,438
0.05% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 23, 2026 Q4 2025 |
31,918
shares
|
$847,103
0.26% of portfolio
|
Q4 2025
Reduced 3.8%
|
|
|
Rede Wealth, LLC
|
Jan 23, 2026 Q4 2025 |
31,782
shares
|
$843,494
0.3% of portfolio
|
Q4 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
31,750
shares
|
$842,645
0.1% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
31,725
shares
|
$841,981
0.16% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
31,533
shares
|
$836,885
0.03% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
31,524
shares
|
$836,646
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
31,392
shares
|
$833,143
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
31,265
shares
|
$829,773
0.01% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
31,261
shares
|
$829,666
0.01% of portfolio
|
Q2 2023
Added 11.91%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
31,217
shares
|
$828,499
0.01% of portfolio
|
Q3 2025
Reduced 22.44%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
31,192
shares
|
$827,835
0.58% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
31,029
shares
|
$823,509
0.08% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
31,023
shares
|
$823,350
1.12% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
30,975
shares
|
$822,076
0.25% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
30,923
shares
|
$820,696
0.1% of portfolio
|
Q3 2025
Reduced 13.04%
|
|