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 |
|---|---|---|---|---|---|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
1,693
shares
|
$44,932
0.0% of portfolio
|
Q3 2025
Added 31.44%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,680
shares
|
$44,587
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,616
shares
|
$42,888
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,560
shares
|
$41,402
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,524
shares
|
$40,446
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
1,500
shares
|
$39,810
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,481
shares
|
$39,305
0.0% of portfolio
|
Q1 2025
Reduced 95.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,453
shares
|
$38,562
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
|
$38,323
0.0% of portfolio
|
Q3 2025
Reduced 25.68%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
1,422
shares
|
$37,739
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1,406
shares
|
$37,315
0.01% of portfolio
|
Q4 2024
Added 199.79%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
1,350
shares
|
$35,829
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,344
shares
|
$35,669
0.01% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1,323
shares
|
$35,112
0.0% of portfolio
|
Q3 2025
Reduced 32.74%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,319
shares
|
$35,006
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
1,311
shares
|
$34,793
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,272
shares
|
$33,758
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
1,214
shares
|
$32,219
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,199
shares
|
$31,821
0.0% of portfolio
|
Q2 2024
Reduced 16.79%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
1,127
shares
|
$29,910
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
1,093
shares
|
$29,008
0.0% of portfolio
|
Q3 2025
Added 61.21%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
1,068
shares
|
$28,344
0.01% of portfolio
|
Q3 2025
Reduced 74.46%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,050
shares
|
$27,867
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,044
shares
|
$27,707
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
1,038
shares
|
$27,548
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|