As of 30 Sep 2025, 1,417 institutional investors reported holding 1,086,413,008 shares of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 118,736,041 | $3,204,328,592 | +$36,007,963 | $26.91 | 331 |
| 2025 Q3 | 1,086,413,008 | $28,603,100,871 | +$118,291,264 | $26.34 | 1,417 |
| 2025 Q2 | 1,088,258,947 | $26,606,151,205 | -$367,828,944 | $24.44 | 1,383 |
| 2025 Q1 | 1,110,706,411 | $24,518,154,065 | +$1,263,109,275 | $22.08 | 1,335 |
| 2024 Q4 | 1,071,800,322 | $24,839,998,741 | +$16,660,867,604 | $23.18 | 1,341 |
| 2024 Q3 | 288,451,180 | $19,565,446,469 | -$8,666,284,198 | $67.85 | 1,207 |
| 2024 Q2 | 435,304,696 | $27,964,082,471 | +$1,491,346,655 | $64.25 | 1,212 |
| 2024 Q1 | 414,853,453 | $25,752,881,592 | -$1,120,368,709 | $62.06 | 1,183 |
| 2023 Q4 | 431,404,897 | $24,324,153,468 | +$638,763,447 | $56.40 | 1,160 |
| 2023 Q3 | 418,172,154 | $21,161,151,410 | +$370,434,407 | $50.60 | 1,043 |
| 2023 Q2 | 416,558,599 | $21,807,213,205 | -$941,261,523 | $52.37 | 1,067 |
| 2023 Q1 | 434,156,604 | $20,997,089,516 | -$518,159,679 | $48.37 | 1,035 |
| 2022 Q4 | 442,859,573 | $20,024,556,574 | +$932,138,284 | $45.15 | 1,024 |
| 2022 Q3 | 421,152,892 | $17,845,466,735 | +$1,309,477,959 | $42.35 | 952 |
| 2022 Q2 | 392,014,845 | $17,519,852,962 | -$968,294,981 | $44.66 | 954 |
| 2022 Q1 | 410,532,870 | $22,098,304,853 | +$11,305,322,465 | $53.85 | 964 |
| 2021 Q4 | 200,161,878 | $22,763,296,284 | +$633,586,004 | $113.82 | 978 |
| 2021 Q3 | 193,526,801 | $20,150,398,193 | +$518,167,692 | $104.03 | 857 |
| 2021 Q2 | 190,175,025 | $19,776,508,526 | +$741,615,585 | $103.97 | 861 |
| 2021 Q1 | 183,769,568 | $17,579,482,433 | +$476,664,709 | $96.03 | 825 |
| 2020 Q4 | 179,306,412 | $16,312,848,608 | +$181,945,334 | $90.95 | 803 |
| 2020 Q3 | 175,228,991 | $14,142,848,161 | +$299,449,213 | $80.63 | 730 |
| 2020 Q2 | 172,168,618 | $12,767,022,229 | +$1,034,821,538 | $74.10 | 724 |
| 2020 Q1 | 158,014,723 | $9,703,445,472 | +$178,204,884 | $61.25 | 694 |
| 2019 Q4 | 154,489,766 | $11,868,741,515 | -$125,532,636 | $76.81 | 722 |
| 2019 Q3 | 153,050,076 | $10,856,863,589 | +$1,047,490,291 | $70.93 | 624 |
| 2019 Q2 | 138,131,590 | $9,698,643,883 | +$919,202,803 | $70.19 | 603 |
| 2019 Q1 | 126,986,253 | $8,587,383,157 | -$33,258,502 | $67.61 | 589 |
| 2018 Q4 | 128,959,183 | $7,708,506,648 | +$467,268,179 | $59.70 | 577 |
| 2018 Q3 | 117,925,894 | $8,186,792,607 | +$1,316,556,379 | $69.56 | 507 |
| 2018 Q2 | 98,259,458 | $6,388,379,154 | +$285,106,900 | $64.99 | 482 |
| 2018 Q1 | 93,883,160 | $5,921,454,056 | +$295,044,512 | $63.08 | 455 |
| 2017 Q4 | 88,897,130 | $5,672,226,820 | +$306,493,525 | $63.78 | 447 |
| 2017 Q3 | 80,218,410 | $4,819,103,006 | +$514,316,866 | $60.04 | 374 |
| 2017 Q2 | 71,164,034 | $4,109,053,683 | +$408,579,808 | $57.77 | 358 |
| 2017 Q1 | 64,575,804 | $3,633,892,172 | +$383,209,295 | $56.27 | 335 |
| 2016 Q4 | 57,710,816 | $3,074,466,351 | +$377,549,196 | $53.26 | 319 |
| 2016 Q3 | 47,231,032 | $2,437,823,744 | +$220,145,980 | $51.62 | 273 |
| 2016 Q2 | 42,873,674 | $2,133,477,176 | +$102,549,053 | $49.77 | 266 |
| 2016 Q1 | 40,716,622 | $1,988,504,184 | +$206,385,595 | $48.84 | 251 |
| 2015 Q4 | 36,219,307 | $1,759,068,754 | +$216,408,395 | $48.57 | 246 |
| 2015 Q3 | 30,351,601 | $1,389,744,260 | +$103,691,035 | $45.76 | 204 |
| 2015 Q2 | 27,952,452 | $1,378,474,343 | +$257,614,974 | $49.31 | 201 |
| 2015 Q1 | 22,720,871 | $1,126,245,484 | +$30,509,438 | $49.57 | 193 |
| 2014 Q4 | 22,062,919 | $1,082,060,174 | +$95,252,940 | $49.05 | 182 |
| 2014 Q3 | 19,135,928 | $899,022,736 | +$37,450,197 | $46.99 | 151 |
| 2014 Q2 | 18,419,325 | $862,577,288 | +$79,599,578 | $46.83 | 148 |
| 2014 Q1 | 16,653,701 | $744,630,398 | +$65,489,054 | $44.71 | 134 |