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 $30.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
876,688
shares
|
$23.3 Million
2.35% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
875,359
shares
|
$23.2 Million
12.87% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
867,794
shares
|
$23 Million
10.98% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
844,044
shares
|
$22.4 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
837,192
shares
|
$22.2 Million
1.78% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
826,668
shares
|
$21.9 Million
0.08% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
824,178
shares
|
$21.9 Million
3.47% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
814,762
shares
|
$21.6 Million
1.88% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Nov 12, 2025 Q3 2025 |
812,599
shares
|
$21.6 Million
3.62% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Oct 20, 2025 Q3 2025 |
811,103
shares
|
$21.5 Million
16.08% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
810,952
shares
|
$21.5 Million
4.23% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
804,622
shares
|
$21.4 Million
2.38% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
799,390
shares
|
$21.2 Million
10.3% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
799,302
shares
|
$21.2 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
789,205
shares
|
$20.9 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
|
$20.9 Million
0.83% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
781,849
shares
|
$20.8 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
|
$20.7 Million
0.51% of portfolio
|
Q2 2022
Added 90.88%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
768,664
shares
|
$20.4 Million
1.79% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
762,752
shares
|
$20.2 Million
0.01% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
748,428
shares
|
$19.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 19.7%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
742,370
shares
|
$19.7 Million
1.88% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
741,079
shares
|
$19.7 Million
3.76% of portfolio
|
Q4 2025
Added 3.21%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
736,160
shares
|
$19.5 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
735,355
shares
|
$19.5 Million
3.77% of portfolio
|
Q3 2025
Added 1.47%
|
|