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 1,645 institutions that hold shares in the stock, with a total of 1.14 Billion shares, which have been reported (via 13F filing form) to have a value of $30.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
9,326
shares
|
$247,512
0.04% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jan 23, 2026 Q4 2025 |
9,322
shares
|
$247,405
0.09% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Darrow Company, Inc.
|
Jan 27, 2026 Q4 2025 |
9,320
shares
|
$247,352
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
9,300
shares
|
$246,822
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
9,268
shares
|
$245,972
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cottage Street Advisors LLC
|
Jan 26, 2026 Q4 2025 |
9,261
shares
|
$245,786
0.11% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2026 Q4 2025 |
9,234
shares
|
$245,070
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
9,138
shares
|
$242,522
0.03% of portfolio
|
Q3 2025
Added 37975.0%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
9,135
shares
|
$242,442
0.1% of portfolio
|
Q2 2023
Reduced 15.22%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
9,119
shares
|
$242,018
0.01% of portfolio
|
Q3 2025
Added 7563.03%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,085
shares
|
$241,115
0.01% of portfolio
|
Q4 2024
Reduced 80.41%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
9,069
shares
|
$240,691
0.07% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
9,018
shares
|
$239,337
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
9,013
shares
|
$239,205
0.02% of portfolio
|
Q4 2025
Reduced 39.75%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
8,998
shares
|
$238,806
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
8,961
shares
|
$237,824
0.04% of portfolio
|
Q2 2025
Reduced 26.45%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
8,957
shares
|
$237,718
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
8,953
shares
|
$237,612
0.04% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
8,942
shares
|
$237,320
0.05% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
8,893
shares
|
$236,020
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
8,876
shares
|
$235,569
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
8,864
shares
|
$235,250
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
8,855
shares
|
$235,011
0.01% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
8,827
shares
|
$234,268
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,808
shares
|
$233,764
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|