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 1,633 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 $30.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
6,241
shares
|
$165,636
0.06% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,232
shares
|
$165,397
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
6,223
shares
|
$165,158
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
6,207
shares
|
$164,733
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
6,078
shares
|
$161,310
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
6,073
shares
|
$161,177
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,046
shares
|
$160,460
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,038
shares
|
$160,248
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
6,001
shares
|
$159,266
0.02% of portfolio
|
Q3 2025
Added 62.1%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
5,943
shares
|
$157,727
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
5,740
shares
|
$152,339
0.04% of portfolio
|
Q2 2025
Added 231.03%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,600
shares
|
$148,624
0.11% of portfolio
|
Q1 2024
Added 27.27%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,593
shares
|
$148,438
0.0% of portfolio
|
Q2 2024
Added 39.76%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
5,591
shares
|
$148,385
0.07% of portfolio
|
Q4 2022
Reduced 11.69%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,552
shares
|
$147,350
0.0% of portfolio
|
Q3 2022
Added 2.28%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
5,487
shares
|
$145,624
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
5,472
shares
|
$145,226
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,401
shares
|
$143,342
0.07% of portfolio
|
Q2 2023
Reduced 20.04%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,336
shares
|
$141,617
0.24% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,287
shares
|
$140,316
0.03% of portfolio
|
Q2 2023
Reduced 3.59%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
5,248
shares
|
$139,281
0.27% of portfolio
|
Q1 2024
Reduced 25.14%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
5,046
shares
|
$133,920
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
5,030
shares
|
$133,496
0.06% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
5,025
shares
|
$133,363
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
4,976
shares
|
$132,063
0.01% of portfolio
|
Q1 2025
Reduced 2.93%
|
|