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 |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
278
shares
|
$7,378
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
257
shares
|
$6,820
0.0% of portfolio
|
Q2 2025
Added 256.94%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
253
shares
|
$6,714
0.01% of portfolio
|
Q1 2023
Added 12.44%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
252
shares
|
$6,688
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$6,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
243
shares
|
$6,449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
240
shares
|
$6,369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
237
shares
|
$6,289
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
225
shares
|
$5,971
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
222
shares
|
$5,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
219
shares
|
$5,812
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
214
shares
|
$5,679
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
204
shares
|
$5,414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
198
shares
|
$5,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
197
shares
|
$5,228
0.0% of portfolio
|
Q3 2025
Added 24.68%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
195
shares
|
$5,175
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
192
shares
|
$5,095
0.0% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
183
shares
|
$4,856
0.0% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
174
shares
|
$4,617
0.0% of portfolio
|
Q2 2022
Reduced 33.59%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
168
shares
|
$4,458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
160
shares
|
$4,246
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
160
shares
|
$4,246
0.0% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
150
shares
|
$3,981
0.0% of portfolio
|
Q2 2025
Reduced 54.68%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
150
shares
|
$3,981
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
144
shares
|
$3,821
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|