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 |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
2,688
shares
|
$71,312
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,665
shares
|
$70,702
0.01% of portfolio
|
Q1 2025
Added 227.4%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
2,665
shares
|
$70,702
0.01% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,628
shares
|
$69,720
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
2,552
shares
|
$67,704
0.0% of portfolio
|
Q3 2025
Added 126.44%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
2,529
shares
|
$67,094
0.08% of portfolio
|
Q2 2022
Reduced 12.91%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
2,509
shares
|
$66,563
0.01% of portfolio
|
Q2 2025
Added 1844.96%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,467
shares
|
$65,449
0.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
2,453
shares
|
$65,078
0.02% of portfolio
|
Q1 2025
Reduced 17.55%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
2,349
shares
|
$62,318
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
2,347
shares
|
$62,265
0.04% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
2,328
shares
|
$61,761
0.04% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
2,266
shares
|
$60,116
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,262
shares
|
$60,010
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
2,242
shares
|
$59,480
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
2,180
shares
|
$57,835
0.03% of portfolio
|
Q3 2025
Added 17.27%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
2,141
shares
|
$56,800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
2,136
shares
|
$56,668
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
2,129
shares
|
$56,482
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,123
shares
|
$56,323
0.02% of portfolio
|
Q4 2024
Added 199.86%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
2,112
shares
|
$56,031
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
2,100
shares
|
$55,713
0.01% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
2,058
shares
|
$54,598
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
2,031
shares
|
$53,882
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,028
shares
|
$53,802
0.03% of portfolio
|
Q2 2023
Reduced 60.5%
|