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 1,613 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 $30.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
10,934
shares
|
$294,999
0.01% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
10,901
shares
|
$294,108
0.07% of portfolio
|
Q3 2025
Reduced 16.42%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
10,872
shares
|
$293,326
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
10,865
shares
|
$293,137
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
10,860
shares
|
$293,002
0.01% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
10,856
shares
|
$292,894
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
10,856
shares
|
$292,894
0.04% of portfolio
|
Q1 2025
Reduced 41.03%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
10,851
shares
|
$292,759
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
10,843
shares
|
$292,544
0.02% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
10,779
shares
|
$290,817
0.07% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
10,770
shares
|
$290,574
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
10,747
shares
|
$289,954
0.1% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
10,721
shares
|
$289,252
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
10,689
shares
|
$288,389
0.24% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
10,685
shares
|
$288,281
0.09% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
10,672
shares
|
$287,930
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
10,605
shares
|
$286,122
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
10,557
shares
|
$284,827
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
10,542
shares
|
$284,423
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
10,535
shares
|
$284,234
0.06% of portfolio
|
Q2 2024
Added 287.03%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
10,505
shares
|
$283,424
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
10,497
shares
|
$283,209
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
10,455
shares
|
$282,075
0.02% of portfolio
|
Q2 2025
Reduced 18.06%
|