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 1,603 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 $30.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
5,030
shares
|
$135,357
0.06% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
5,025
shares
|
$135,222
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
4,976
shares
|
$133,904
0.01% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
4,854
shares
|
$130,621
0.48% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
4,845
shares
|
$130,378
0.06% of portfolio
|
Q1 2023
Added 2.98%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
4,771
shares
|
$128,387
0.1% of portfolio
|
Q3 2025
Added 33.64%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,761
shares
|
$128,118
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,680
shares
|
$125,938
0.01% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,662
shares
|
$125,454
0.05% of portfolio
|
Q4 2022
Reduced 20.27%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,595
shares
|
$123,651
0.05% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
4,587
shares
|
$123,436
0.04% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
4,576
shares
|
$123,140
0.05% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,539
shares
|
$122,144
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,528
shares
|
$121,848
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,528
shares
|
$121,848
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,518
shares
|
$121,579
0.05% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
4,500
shares
|
$121,095
0.08% of portfolio
|
Q4 2024
Added 38.89%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
4,500
shares
|
$121,095
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,473
shares
|
$120,368
0.01% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
4,410
shares
|
$118,673
0.01% of portfolio
|
Q3 2025
Reduced 33.15%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,328
shares
|
$116,466
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
4,306
shares
|
$115,874
0.2% of portfolio
|
Q2 2022
Added 45.82%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
4,300
shares
|
$115,713
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
4,286
shares
|
$115,336
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,158
shares
|
$111,891
0.09% of portfolio
|
Q4 2024
New holding
|