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 |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
2,349
shares
|
$62,342
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
2,347
shares
|
$62,289
0.04% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
2,343
shares
|
$62,183
0.02% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
2,328
shares
|
$61,785
0.04% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
2,266
shares
|
$60,139
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,262
shares
|
$60,033
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
2,242
shares
|
$59,502
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
2,180
shares
|
$57,857
0.03% of portfolio
|
Q3 2025
Added 17.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,173
shares
|
$57,671
0.0% of portfolio
|
Q3 2025
Reduced 29.24%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
2,147
shares
|
$56,981
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,136
shares
|
$56,689
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
|
$56,503
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,123
shares
|
$56,344
0.02% of portfolio
|
Q4 2024
Added 199.86%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
2,112
shares
|
$56,052
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
2,100
shares
|
$55,734
0.01% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
2,058
shares
|
$54,619
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,028
shares
|
$53,823
0.03% of portfolio
|
Q2 2023
Reduced 60.5%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
2,025
shares
|
$53,743
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,892
shares
|
$50,213
0.04% of portfolio
|
Q4 2022
Added 169.13%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
1,892
shares
|
$50,213
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,878
shares
|
$49,842
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,856
shares
|
$49,258
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
1,785
shares
|
$47,373
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,764
shares
|
$46,816
0.0% of portfolio
|
Q2 2025
Reduced 18.78%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,734
shares
|
$46,020
0.02% of portfolio
|
Q3 2025
Added 0.29%
|
|