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 1,633 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 |
|---|---|---|---|---|---|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
20,729
shares
|
$550,147
0.18% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
20,685
shares
|
$548,979
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,614
shares
|
$547,095
0.6% of portfolio
|
Q2 2022
Added 2.58%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,570
shares
|
$545,927
0.04% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
20,421
shares
|
$541,973
0.29% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
20,408
shares
|
$541,628
0.0% of portfolio
|
Q2 2022
Reduced 23.71%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
20,289
shares
|
$538,470
0.0% of portfolio
|
Q3 2025
Added 50.1%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 22, 2026 Q4 2025 |
20,228
shares
|
$536,851
0.17% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
20,220
shares
|
$536,638
0.24% of portfolio
|
Q4 2025
Reduced 2.23%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
20,124
shares
|
$534,090
0.11% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 21, 2026 Q4 2025 |
20,085
shares
|
$533,055
0.09% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
19,961
shares
|
$529,764
0.3% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
19,855
shares
|
$526,951
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
19,841
shares
|
$526,580
0.08% of portfolio
|
Q3 2025
Reduced 95.91%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 16, 2026 Q4 2025 |
19,837
shares
|
$526,473
0.31% of portfolio
|
Q4 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
19,837
shares
|
$526,473
0.0% of portfolio
|
Q3 2025
Added 16.35%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
19,728
shares
|
$523,581
0.02% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
19,703
shares
|
$522,917
0.04% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
19,649
shares
|
$521,484
0.08% of portfolio
|
Q4 2025
Added 43.9%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
19,647
shares
|
$521,431
0.18% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
19,596
shares
|
$520,077
0.16% of portfolio
|
Q2 2023
Added 26.07%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
19,545
shares
|
$518,724
0.19% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
19,475
shares
|
$516,866
0.02% of portfolio
|
Q4 2025
Added 11.31%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
19,380
shares
|
$514,345
0.02% of portfolio
|
Q3 2025
Added 19.58%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
19,360
shares
|
$513,814
0.24% of portfolio
|
Q3 2025
Added 7.5%
|
|