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 1,602 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 $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
8,032
shares
|
$213,088
0.04% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,018
shares
|
$212,717
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
7,963
shares
|
$211,258
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
7,953
shares
|
$210,993
0.02% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
7,906
shares
|
$209,746
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
7,880
shares
|
$209,056
0.04% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Oct 01, 2025 Q3 2025 |
7,866
shares
|
$208,684
0.07% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
7,862
shares
|
$208,578
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
7,854
shares
|
$208,366
0.01% of portfolio
|
Q4 2022
Reduced 4.2%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
7,850
shares
|
$208,260
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
Oct 29, 2025 Q3 2025 |
7,842
shares
|
$208,048
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
7,811
shares
|
$207,225
0.07% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
7,760
shares
|
$205,872
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
7,759
shares
|
$205,846
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
7,758
shares
|
$205,819
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
7,734
shares
|
$205,183
0.05% of portfolio
|
Q3 2025
Reduced 27.45%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Nov 07, 2025 Q3 2025 |
7,692
shares
|
$204,068
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
7,634
shares
|
$202,530
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
7,622
shares
|
$202,211
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
7,500
shares
|
$198,975
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,384
shares
|
$195,897
0.05% of portfolio
|
Q1 2022
Added 50.88%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,300
shares
|
$193,669
0.06% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
7,200
shares
|
$191,016
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,113
shares
|
$188,707
0.28% of portfolio
|
Q3 2023
Reduced 70.43%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
6,887
shares
|
$182,712
0.01% of portfolio
|
Q3 2025
Added 0.01%
|