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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
6,917
shares
|
$183,508
0.03% of portfolio
|
Q3 2025
Added 100.32%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
6,887
shares
|
$182,712
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,846
shares
|
$181,624
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
6,636
shares
|
$176,053
0.03% of portfolio
|
Q2 2024
Reduced 38.58%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
6,546
shares
|
$173,665
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,455
shares
|
$171,251
0.13% of portfolio
|
Q3 2023
Reduced 0.19%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,442
shares
|
$170,906
0.04% of portfolio
|
Q1 2022
Added 79.34%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
6,255
shares
|
$165,945
0.07% of portfolio
|
Q3 2025
Reduced 31.26%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
6,241
shares
|
$165,573
0.06% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,232
shares
|
$165,334
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
6,207
shares
|
$164,671
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
6,078
shares
|
$161,249
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
6,073
shares
|
$161,116
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,046
shares
|
$160,400
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,038
shares
|
$160,188
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
6,001
shares
|
$159,206
0.02% of portfolio
|
Q3 2025
Added 62.1%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
5,943
shares
|
$157,667
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
5,740
shares
|
$152,282
0.04% of portfolio
|
Q2 2025
Added 231.03%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,600
shares
|
$148,568
0.11% of portfolio
|
Q1 2024
Added 27.27%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,593
shares
|
$148,382
0.0% of portfolio
|
Q2 2024
Added 39.76%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
5,591
shares
|
$148,329
0.07% of portfolio
|
Q4 2022
Reduced 11.69%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,552
shares
|
$147,294
0.0% of portfolio
|
Q3 2022
Added 2.28%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
5,472
shares
|
$145,172
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,401
shares
|
$143,288
0.07% of portfolio
|
Q2 2023
Reduced 20.04%
|