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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
15,419
shares
|
$416,004
0.1% of portfolio
|
Q3 2025
Added 47.56%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
15,315
shares
|
$413,198
0.1% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
15,288
shares
|
$412,470
0.1% of portfolio
|
Q1 2025
Reduced 28.02%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
15,240
shares
|
$411,175
0.05% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,185
shares
|
$409,691
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
15,086
shares
|
$407,020
0.04% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
15,052
shares
|
$406,102
0.07% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
15,014
shares
|
$405,077
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
15,000
shares
|
$404,700
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
14,959
shares
|
$403,593
0.03% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
14,866
shares
|
$401,084
0.15% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
14,802
shares
|
$399,357
0.07% of portfolio
|
Q2 2025
Reduced 35.16%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
14,784
shares
|
$398,872
0.09% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
14,782
shares
|
$398,818
0.14% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
14,725
shares
|
$397,280
0.03% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
14,724
shares
|
$397,253
0.01% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
14,594
shares
|
$393,746
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
14,544
shares
|
$392,397
0.28% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,457
shares
|
$390,049
0.03% of portfolio
|
Q3 2022
Reduced 33.04%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
14,443
shares
|
$389,672
0.2% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
14,408
shares
|
$388,727
0.18% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
14,373
shares
|
$387,783
0.11% of portfolio
|
Q1 2025
Added 46.74%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
14,233
shares
|
$384,006
0.25% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
14,203
shares
|
$383,196
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
14,202
shares
|
$383,169
0.3% of portfolio
|
Q4 2024
New holding
|