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 |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
20,081
shares
|
$541,785
0.11% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
20,078
shares
|
$541,704
0.09% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
19,886
shares
|
$536,524
0.31% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
19,855
shares
|
$535,687
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
19,841
shares
|
$535,310
0.08% of portfolio
|
Q3 2025
Reduced 95.91%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
19,837
shares
|
$535,202
0.0% of portfolio
|
Q3 2025
Added 16.35%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
19,728
shares
|
$532,261
0.02% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
19,703
shares
|
$531,586
0.04% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
19,647
shares
|
$530,076
0.18% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
19,600
shares
|
$528,808
0.03% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
19,596
shares
|
$528,700
0.16% of portfolio
|
Q2 2023
Added 26.07%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
19,545
shares
|
$527,324
0.19% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
19,475
shares
|
$525,435
0.37% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
19,392
shares
|
$523,196
0.05% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
19,380
shares
|
$522,872
0.02% of portfolio
|
Q3 2025
Added 19.58%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
19,360
shares
|
$522,332
0.24% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
19,321
shares
|
$521,280
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
19,316
shares
|
$521,145
0.02% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
19,236
shares
|
$518,987
0.13% of portfolio
|
Q3 2025
Added 51.33%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
19,187
shares
|
$517,665
0.07% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
19,040
shares
|
$513,699
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
18,800
shares
|
$507,224
0.02% of portfolio
|
Q1 2025
Added 34.22%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
18,771
shares
|
$506,441
0.17% of portfolio
|
Q4 2024
Added 206.32%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
18,770
shares
|
$506,414
0.13% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
18,687
shares
|
$504,175
0.09% of portfolio
|
Q3 2025
Reduced 1.52%
|