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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
2,025
shares
|
$53,723
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,892
shares
|
$50,194
0.04% of portfolio
|
Q4 2022
Added 169.13%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
1,892
shares
|
$50,194
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,878
shares
|
$49,823
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,856
shares
|
$49,239
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
1,785
shares
|
$47,356
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,764
shares
|
$46,798
0.0% of portfolio
|
Q2 2025
Reduced 18.78%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,734
shares
|
$46,003
0.02% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
1,693
shares
|
$44,915
0.0% of portfolio
|
Q3 2025
Added 31.44%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,680
shares
|
$44,570
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,616
shares
|
$42,872
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,560
shares
|
$41,386
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,546
shares
|
$41,015
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,524
shares
|
$40,431
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,481
shares
|
$39,290
0.0% of portfolio
|
Q1 2025
Reduced 95.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,453
shares
|
$38,548
0.01% of portfolio
|
Q2 2023
Reduced 20.16%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
1,444
shares
|
$38,309
0.0% of portfolio
|
Q3 2025
Reduced 25.68%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
1,422
shares
|
$37,725
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1,406
shares
|
$37,301
0.01% of portfolio
|
Q4 2024
Added 199.79%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,390
shares
|
$36,876
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
1,350
shares
|
$35,815
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,344
shares
|
$35,656
0.01% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1,323
shares
|
$35,099
0.0% of portfolio
|
Q3 2025
Reduced 32.74%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,319
shares
|
$34,993
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
1,311
shares
|
$34,780
0.01% of portfolio
|
Q3 2025
Added 0.31%
|