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 1,616 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 $30.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
30,334
shares
|
$805,064
0.14% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
30,306
shares
|
$804,321
0.25% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
30,233
shares
|
$802,383
0.0% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
30,064
shares
|
$797,898
0.1% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
29,757
shares
|
$789,750
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
29,724
shares
|
$788,874
0.01% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
29,250
shares
|
$776,295
0.07% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
29,072
shares
|
$771,570
0.14% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
28,846
shares
|
$765,572
0.11% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
28,721
shares
|
$762,255
0.09% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
28,600
shares
|
$759,044
0.26% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
28,492
shares
|
$756,177
0.15% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
28,469
shares
|
$755,567
0.17% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
28,455
shares
|
$755,195
0.13% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
28,435
shares
|
$754,664
0.37% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
28,299
shares
|
$751,055
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
28,299
shares
|
$751,055
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
28,150
shares
|
$747,101
0.05% of portfolio
|
Q3 2025
Added 20.46%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
27,951
shares
|
$741,819
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
27,915
shares
|
$740,864
0.47% of portfolio
|
Q3 2025
Reduced 49.27%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Oct 27, 2025 Q3 2025 |
27,902
shares
|
$740,519
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
27,843
shares
|
$738,953
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
27,773
shares
|
$737,095
0.0% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
27,398
shares
|
$727,142
0.07% of portfolio
|
Q3 2023
Added 0.0%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
27,204
shares
|
$721,994
0.08% of portfolio
|
Q3 2025
Added 101.2%
|