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 1,631 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 |
|---|---|---|---|---|---|
|
Envision Financial LLC
Brookfield, WI |
Jan 07, 2026 Q4 2025 |
487,400
shares
|
$12.9 Million
6.93% of portfolio
|
Q4 2025
Reduced 2.42%
|
|
|
Elite Life Management LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
483,521
shares
|
$12.8 Million
26.01% of portfolio
|
Q3 2025
Added 24.99%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
480,613
shares
|
$12.8 Million
9.69% of portfolio
|
Q3 2025
Added 14.61%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
478,476
shares
|
$12.7 Million
3.66% of portfolio
|
Q3 2025
Added 25.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
475,345
shares
|
$12.6 Million
0.34% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
472,254
shares
|
$12.5 Million
0.52% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
470,446
shares
|
$12.5 Million
3.2% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
470,392
shares
|
$12.5 Million
11.71% of portfolio
|
Q3 2023
Added 0.9%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
464,681
shares
|
$12.3 Million
0.13% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
462,870
shares
|
$12.3 Million
1.86% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
457,652
shares
|
$12.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
448,166
shares
|
$11.9 Million
4.66% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
446,269
shares
|
$11.8 Million
1.99% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
445,749
shares
|
$11.8 Million
0.44% of portfolio
|
Q3 2025
Added 30.03%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
445,202
shares
|
$11.8 Million
15.03% of portfolio
|
Q2 2023
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
438,510
shares
|
$11.6 Million
7.24% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
437,799
shares
|
$11.6 Million
5.49% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
437,507
shares
|
$11.6 Million
4.15% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
436,456
shares
|
$11.6 Million
2.12% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
435,543
shares
|
$11.6 Million
3.13% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
432,667
shares
|
$11.5 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
429,831
shares
|
$11.4 Million
3.78% of portfolio
|
Q3 2025
New holding
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
428,610
shares
|
$11.4 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
428,227
shares
|
$11.4 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
426,872
shares
|
$11.3 Million
3.05% of portfolio
|
Q3 2025
Reduced 1.3%
|
|