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 |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
4,306
shares
|
$114,238
0.2% of portfolio
|
Q2 2022
Added 45.82%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
4,300
shares
|
$114,079
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
4,286
shares
|
$113,707
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,158
shares
|
$110,311
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,155
shares
|
$110,232
0.01% of portfolio
|
Q1 2024
Reduced 32.31%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,129
shares
|
$109,542
0.1% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
4,041
shares
|
$107,207
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
3,919
shares
|
$103,971
0.04% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
3,837
shares
|
$101,795
0.03% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
3,651
shares
|
$96,861
0.05% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,624
shares
|
$96,144
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,592
shares
|
$95,295
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
3,312
shares
|
$87,867
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,116
shares
|
$82,667
0.01% of portfolio
|
Q2 2023
Reduced 37.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,071
shares
|
$81,473
0.01% of portfolio
|
Q2 2025
Reduced 25.75%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,060
shares
|
$81,181
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
3,041
shares
|
$80,677
0.01% of portfolio
|
Q3 2025
Added 189.62%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
3,000
shares
|
$79,590
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
2,994
shares
|
$79,430
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
2,943
shares
|
$78,077
0.01% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2,931
shares
|
$77,759
0.02% of portfolio
|
Q3 2025
Added 267.29%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
2,897
shares
|
$76,857
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
2,747
shares
|
$72,877
0.03% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
2,728
shares
|
$72,373
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
2,721
shares
|
$72,188
0.0% of portfolio
|
Q1 2025
Reduced 52.78%
|