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 1,616 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 $30.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
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%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
8,691
shares
|
$234,483
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Services Of America, Inc.
|
Nov 03, 2025 Q3 2025 |
8,670
shares
|
$233,916
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
8,598
shares
|
$231,974
0.02% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
8,553
shares
|
$230,759
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,523
shares
|
$229,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,496
shares
|
$229,222
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
8,478
shares
|
$228,736
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
8,472
shares
|
$228,574
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
8,457
shares
|
$228,169
0.16% of portfolio
|
Q2 2025
Added 40.95%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
8,429
shares
|
$227,414
0.11% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
8,425
shares
|
$227,306
0.16% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,384
shares
|
$226,200
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
8,374
shares
|
$225,930
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
8,364
shares
|
$225,660
0.0% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
8,257
shares
|
$222,773
0.02% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
8,256
shares
|
$222,746
0.0% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,254
shares
|
$222,692
0.07% of portfolio
|
Q2 2022
Added 15.93%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,228
shares
|
$221,991
0.07% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
8,205
shares
|
$221,370
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
8,186
shares
|
$220,858
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
8,174
shares
|
$220,534
0.01% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
8,169
shares
|
$220,399
0.18% of portfolio
|
Q3 2025
New holding
|