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 1,605 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
11,952
shares
|
$322,464
0.01% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
11,836
shares
|
$319,335
0.07% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
11,829
shares
|
$319,146
0.07% of portfolio
|
Q3 2025
Reduced 29.14%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
11,776
shares
|
$317,716
0.02% of portfolio
|
Q2 2025
Reduced 21.77%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
11,703
shares
|
$315,746
0.04% of portfolio
|
Q3 2025
Added 29.99%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Oct 07, 2025 Q3 2025 |
11,676
shares
|
$315,018
0.31% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
11,661
shares
|
$314,613
0.03% of portfolio
|
Q2 2025
Reduced 25.56%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
11,655
shares
|
$314,451
0.13% of portfolio
|
Q3 2025
Reduced 34.52%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
11,638
shares
|
$313,993
0.03% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
11,616
shares
|
$313,399
0.02% of portfolio
|
Q4 2024
Added 210.92%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
11,591
shares
|
$312,725
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
11,505
shares
|
$310,404
0.03% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
11,478
shares
|
$309,676
0.07% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11,478
shares
|
$309,676
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
11,471
shares
|
$309,487
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
11,443
shares
|
$308,732
0.1% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
11,375
shares
|
$306,897
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
11,310
shares
|
$305,143
0.0% of portfolio
|
Q3 2025
Added 15.33%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
11,280
shares
|
$304,334
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
11,191
shares
|
$301,933
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
11,163
shares
|
$301,177
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
11,138
shares
|
$300,503
0.01% of portfolio
|
Q3 2025
Reduced 97.16%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
11,137
shares
|
$300,476
0.04% of portfolio
|
Q2 2025
Reduced 29.73%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
11,091
shares
|
$299,235
0.02% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
10,952
shares
|
$295,484
0.04% of portfolio
|
Q3 2025
Reduced 51.29%
|