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 |
|---|---|---|---|---|---|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
10,395
shares
|
$280,457
0.04% of portfolio
|
Q3 2025
Added 36.38%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
10,379
shares
|
$280,025
0.06% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
10,346
shares
|
$279,135
0.15% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
10,296
shares
|
$277,786
0.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
10,257
shares
|
$276,733
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
10,245
shares
|
$276,410
0.0% of portfolio
|
Q3 2025
Added 20.15%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
10,235
shares
|
$276,140
0.07% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
10,206
shares
|
$275,357
0.01% of portfolio
|
Q2 2025
Reduced 33.48%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
10,197
shares
|
$275,115
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
10,195
shares
|
$275,061
0.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,174
shares
|
$274,494
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
10,149
shares
|
$273,820
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,131
shares
|
$273,334
0.06% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
10,068
shares
|
$271,634
0.02% of portfolio
|
Q3 2025
Reduced 97.4%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
10,033
shares
|
$270,690
0.05% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
10,032
shares
|
$270,663
0.04% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
10,005
shares
|
$269,934
0.01% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
9,986
shares
|
$269,422
0.03% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
9,963
shares
|
$268,801
0.01% of portfolio
|
Q4 2024
Added 187.04%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 14, 2025 Q3 2025 |
9,920
shares
|
$267,641
0.27% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
9,887
shares
|
$266,751
0.07% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
9,884
shares
|
$266,670
0.09% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
9,875
shares
|
$266,427
0.03% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
9,827
shares
|
$265,132
0.06% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
9,816
shares
|
$264,835
0.12% of portfolio
|
Q4 2024
Added 200.0%
|