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 |
|---|---|---|---|---|---|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
9,300
shares
|
$250,914
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
9,234
shares
|
$249,133
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
9,172
shares
|
$247,460
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
9,170
shares
|
$247,406
0.12% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
9,146
shares
|
$246,759
0.07% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
9,138
shares
|
$246,543
0.03% of portfolio
|
Q3 2025
Added 37975.0%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
9,135
shares
|
$246,462
0.1% of portfolio
|
Q2 2023
Reduced 15.22%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
9,119
shares
|
$246,030
0.01% of portfolio
|
Q3 2025
Added 7563.03%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,085
shares
|
$245,113
0.01% of portfolio
|
Q4 2024
Reduced 80.41%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
9,018
shares
|
$243,305
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
9,009
shares
|
$243,062
0.02% of portfolio
|
Q3 2025
Reduced 50.3%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
8,998
shares
|
$242,766
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
8,961
shares
|
$241,767
0.04% of portfolio
|
Q2 2025
Reduced 26.45%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
8,957
shares
|
$241,659
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
8,953
shares
|
$241,551
0.04% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
8,942
shares
|
$241,255
0.05% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
8,893
shares
|
$239,933
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
8,876
shares
|
$239,474
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
8,830
shares
|
$238,233
0.08% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
8,827
shares
|
$238,152
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,808
shares
|
$237,639
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
8,772
shares
|
$236,668
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
8,765
shares
|
$236,479
0.0% of portfolio
|
Q2 2025
Reduced 24.62%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
8,759
shares
|
$236,317
0.17% of portfolio
|
Q2 2025
Added 29.59%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,729
shares
|
$235,508
0.01% of portfolio
|
Q2 2025
New holding
|