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 1,616 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 $30.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
14,202
shares
|
$383,169
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Designs Corp
Claremont, CA |
Nov 07, 2025 Q3 2025 |
14,172
shares
|
$382,360
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
14,131
shares
|
$381,254
0.01% of portfolio
|
Q3 2025
Added 44.09%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
14,117
shares
|
$380,876
0.04% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
14,100
shares
|
$380,418
0.08% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
14,068
shares
|
$379,554
0.24% of portfolio
|
Q2 2025
Added 51.96%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2025 Q3 2025 |
13,988
shares
|
$377,396
0.2% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
13,962
shares
|
$376,694
0.06% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
13,958
shares
|
$376,586
0.14% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
13,923
shares
|
$375,642
0.07% of portfolio
|
Q3 2025
Added 127.98%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
13,901
shares
|
$375,048
0.03% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
13,887
shares
|
$374,671
0.11% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
13,864
shares
|
$374,050
0.03% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
13,853
shares
|
$373,753
0.03% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
13,848
shares
|
$373,619
0.21% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
13,846
shares
|
$373,565
0.12% of portfolio
|
Q3 2025
Added 51.67%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
13,840
shares
|
$373,403
0.09% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
13,808
shares
|
$372,539
0.04% of portfolio
|
Q3 2025
Added 38.52%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
13,800
shares
|
$372,324
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
13,776
shares
|
$371,676
0.39% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
13,756
shares
|
$371,136
0.1% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13,676
shares
|
$368,978
0.18% of portfolio
|
Q2 2022
Reduced 74.9%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
13,662
shares
|
$368,600
0.02% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
13,592
shares
|
$366,712
0.08% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
13,584
shares
|
$366,496
0.02% of portfolio
|
Q4 2024
Added 200.0%
|