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 |
|---|---|---|---|---|---|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
25,049
shares
|
$675,822
0.13% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
24,820
shares
|
$669,643
0.03% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
24,771
shares
|
$668,321
0.12% of portfolio
|
Q2 2025
Added 139.55%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
24,270
shares
|
$654,804
0.49% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
24,187
shares
|
$652,565
0.02% of portfolio
|
Q2 2025
Reduced 81.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
24,095
shares
|
$650,083
0.02% of portfolio
|
Q3 2025
Reduced 11.87%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
24,084
shares
|
$649,786
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
23,990
shares
|
$647,250
0.03% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
23,893
shares
|
$644,633
0.29% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
23,878
shares
|
$644,228
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
23,790
shares
|
$641,854
0.33% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
23,712
shares
|
$639,749
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
23,645
shares
|
$637,942
0.01% of portfolio
|
Q3 2025
Added 22.96%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
23,541
shares
|
$635,136
0.2% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
23,510
shares
|
$634,299
0.04% of portfolio
|
Q3 2025
Added 18.97%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
23,106
shares
|
$623,399
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
22,918
shares
|
$618,327
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
22,823
shares
|
$615,764
0.03% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
22,594
shares
|
$609,586
0.09% of portfolio
|
Q3 2025
Reduced 22.47%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
22,350
shares
|
$603,003
0.25% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
22,308
shares
|
$601,869
0.12% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
22,286
shares
|
$601,276
0.02% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
22,274
shares
|
$600,952
0.05% of portfolio
|
Q1 2025
Reduced 28.74%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
22,222
shares
|
$599,549
0.14% of portfolio
|
Q3 2025
Added 23.46%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
22,206
shares
|
$599,117
0.12% of portfolio
|
Q1 2025
Reduced 2.36%
|