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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
12,668
shares
|
$341,782
0.01% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,634
shares
|
$340,865
0.12% of portfolio
|
Q1 2023
Reduced 1.19%
|
|
|
Bennett Selby Investments LP
|
Oct 08, 2025 Q3 2025 |
12,612
shares
|
$340,271
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,522
shares
|
$337,843
0.01% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
12,508
shares
|
$337,465
0.09% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
12,456
shares
|
$336,062
0.05% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Oct 27, 2025 Q3 2025 |
12,440
shares
|
$335,631
0.2% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
12,384
shares
|
$334,120
0.04% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
12,381
shares
|
$334,039
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
12,376
shares
|
$333,904
0.01% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
12,366
shares
|
$333,634
0.04% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
12,360
shares
|
$333,472
0.13% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
12,336
shares
|
$332,825
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Aug 22, 2025 Q2 2025 |
12,322
shares
|
$332,447
0.2% of portfolio
|
Q2 2025
Added 196.63%
|
|
|
Diversified Investment Strategies, LLC
|
Oct 27, 2025 Q3 2025 |
12,317
shares
|
$332,312
0.22% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12,273
shares
|
$331,125
0.62% of portfolio
|
Q1 2023
Added 111.13%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
12,178
shares
|
$328,562
0.01% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
12,173
shares
|
$328,427
0.03% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
12,098
shares
|
$326,404
0.03% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12,054
shares
|
$325,216
0.05% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
12,050
shares
|
$325,109
0.05% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
12,049
shares
|
$325,082
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
12,015
shares
|
$324,164
0.05% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
12,012
shares
|
$324,083
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
11,952
shares
|
$322,464
0.01% of portfolio
|
Q2 2025
Reduced 12.05%
|