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 1,613 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 $30.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
21,954
shares
|
$592,318
1.16% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
21,848
shares
|
$589,459
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
21,648
shares
|
$584,063
0.04% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
21,612
shares
|
$583,091
0.26% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
21,570
shares
|
$581,958
0.21% of portfolio
|
Q3 2025
Reduced 16.66%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,491
shares
|
$579,827
0.1% of portfolio
|
Q4 2022
Reduced 2.75%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
21,379
shares
|
$576,805
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
21,368
shares
|
$576,508
0.56% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
21,338
shares
|
$575,699
0.0% of portfolio
|
Q3 2025
Added 143.45%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
21,233
shares
|
$572,866
0.45% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
21,126
shares
|
$569,979
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
21,028
shares
|
$567,335
0.08% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
20,957
shares
|
$565,419
0.17% of portfolio
|
Q4 2024
Added 198.66%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
20,880
shares
|
$563,342
0.13% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
20,878
shares
|
$563,288
0.03% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
20,854
shares
|
$562,640
0.13% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
20,821
shares
|
$561,750
0.28% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
20,807
shares
|
$561,372
0.09% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
20,792
shares
|
$560,968
0.04% of portfolio
|
Q1 2025
Added 51.83%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
20,729
shares
|
$559,268
0.18% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
20,685
shares
|
$558,081
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
20,682
shares
|
$558,000
0.24% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,614
shares
|
$556,165
0.6% of portfolio
|
Q2 2022
Added 2.58%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,570
shares
|
$554,978
0.04% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
20,408
shares
|
$550,607
0.0% of portfolio
|
Q2 2022
Reduced 23.71%
|