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 $30.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
4,845
shares
|
$128,586
0.06% of portfolio
|
Q1 2023
Added 2.98%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
4,771
shares
|
$126,622
0.1% of portfolio
|
Q3 2025
Added 33.64%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,761
shares
|
$126,356
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,680
shares
|
$124,207
0.01% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,662
shares
|
$123,729
0.05% of portfolio
|
Q4 2022
Reduced 20.27%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,595
shares
|
$121,951
0.05% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
4,587
shares
|
$121,738
0.04% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
4,576
shares
|
$121,447
0.05% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,539
shares
|
$120,465
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,528
shares
|
$120,173
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,528
shares
|
$120,173
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,518
shares
|
$119,907
0.05% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
4,515
shares
|
$119,828
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
4,506
shares
|
$119,589
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
4,500
shares
|
$119,430
0.08% of portfolio
|
Q4 2024
Added 38.89%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
4,500
shares
|
$119,430
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
4,410
shares
|
$117,041
0.01% of portfolio
|
Q3 2025
Reduced 33.15%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,328
shares
|
$114,865
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
4,306
shares
|
$114,281
0.2% of portfolio
|
Q2 2022
Added 45.82%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
4,300
shares
|
$114,122
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
4,286
shares
|
$113,750
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,158
shares
|
$110,353
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,155
shares
|
$110,273
0.01% of portfolio
|
Q1 2024
Reduced 32.31%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,129
shares
|
$109,583
0.1% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
4,041
shares
|
$107,248
0.06% of portfolio
|
Q4 2024
New holding
|
|