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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
13,564
shares
|
$365,956
0.09% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
13,439
shares
|
$362,584
0.1% of portfolio
|
Q3 2025
Added 25.77%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
13,433
shares
|
$362,422
0.48% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
13,339
shares
|
$359,886
0.01% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
13,323
shares
|
$359,454
0.27% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
13,323
shares
|
$359,454
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
13,320
shares
|
$359,373
0.01% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Peterson Wealth Management
|
Oct 15, 2025 Q2 2025 |
13,320
shares
|
$359,373
0.19% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
13,266
shares
|
$357,916
0.41% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
13,150
shares
|
$354,787
0.04% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
13,135
shares
|
$354,382
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
13,039
shares
|
$351,792
0.12% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
13,039
shares
|
$351,792
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
13,038
shares
|
$351,765
0.1% of portfolio
|
Q3 2025
Added 25.96%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
12,955
shares
|
$349,525
0.11% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
12,945
shares
|
$349,256
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
12,914
shares
|
$348,419
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
12,880
shares
|
$347,502
0.15% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
12,843
shares
|
$346,504
0.02% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
12,797
shares
|
$345,263
0.35% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
12,783
shares
|
$344,885
0.23% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12,768
shares
|
$344,480
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
12,765
shares
|
$344,399
1.03% of portfolio
|
Q3 2022
Reduced 3.47%
|