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 1,603 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 $30.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
867,794
shares
|
$23.4 Million
10.98% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
853,353
shares
|
$23 Million
0.53% of portfolio
|
Q2 2025
Added 230.94%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
837,192
shares
|
$22.5 Million
1.78% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
829,132
shares
|
$22.3 Million
3.66% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
826,668
shares
|
$22.2 Million
0.08% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
824,178
shares
|
$22.2 Million
3.47% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
817,363
shares
|
$22 Million
0.05% of portfolio
|
Q2 2025
Added 1249.23%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
814,762
shares
|
$21.9 Million
1.88% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Oct 20, 2025 Q3 2025 |
811,103
shares
|
$21.8 Million
16.08% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
810,952
shares
|
$21.8 Million
4.23% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
804,622
shares
|
$21.7 Million
2.38% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
799,390
shares
|
$21.5 Million
10.3% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
789,849
shares
|
$21.3 Million
1.85% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
789,205
shares
|
$21.2 Million
5.2% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
785,724
shares
|
$21.1 Million
0.83% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
781,849
shares
|
$21 Million
1.33% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
781,244
shares
|
$21 Million
0.51% of portfolio
|
Q2 2022
Added 90.88%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
768,166
shares
|
$20.7 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
756,029
shares
|
$20.3 Million
0.01% of portfolio
|
Q2 2025
Added 91.47%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
751,352
shares
|
$20.2 Million
1.87% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
748,428
shares
|
$20.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 19.7%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
737,542
shares
|
$19.8 Million
1.24% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
737,537
shares
|
$19.8 Million
1.4% of portfolio
|
Q2 2025
Added 25.72%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
735,355
shares
|
$19.8 Million
3.77% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
731,251
shares
|
$19.7 Million
3.8% of portfolio
|
Q3 2022
Added 3.4%
|