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 |
|---|---|---|---|---|---|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
9,780
shares
|
$263,864
0.04% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
9,771
shares
|
$263,621
0.17% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
9,735
shares
|
$262,650
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
9,720
shares
|
$262,245
0.08% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
9,657
shares
|
$260,545
0.04% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
9,656
shares
|
$260,518
0.05% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
9,627
shares
|
$259,736
0.05% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
9,619
shares
|
$259,520
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
9,595
shares
|
$258,873
0.15% of portfolio
|
Q3 2025
Reduced 86.11%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
9,582
shares
|
$258,522
0.03% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
9,578
shares
|
$258,414
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
9,573
shares
|
$258,279
0.01% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
9,515
shares
|
$256,714
0.0% of portfolio
|
Q3 2025
Reduced 77.97%
|
|
|
Capital Wealth Planning, LLC
|
Aug 07, 2025 Q2 2025 |
9,511
shares
|
$256,606
0.0% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
9,499
shares
|
$256,283
0.03% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
9,466
shares
|
$255,392
0.16% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
9,439
shares
|
$254,664
0.11% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
9,425
shares
|
$254,286
0.03% of portfolio
|
Q3 2025
Reduced 61.68%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
9,410
shares
|
$253,881
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
9,388
shares
|
$253,288
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
9,388
shares
|
$253,288
0.15% of portfolio
|
Q4 2024
Added 200.99%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
9,381
shares
|
$253,099
0.03% of portfolio
|
Q2 2022
Added 11.68%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
9,378
shares
|
$253,018
0.01% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,378
shares
|
$253,018
0.02% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
9,322
shares
|
$251,507
0.12% of portfolio
|
Q2 2025
Added 1.34%
|