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 1,253 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
97,658,992
shares
|
$6.13 Billion
8.33% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
50,418,416
shares
|
$3.17 Billion
0.73% of portfolio
|
Q1 2024
Added 4.72%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
28,336,959
shares
|
$1.78 Billion
1.95% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
12,699,861
shares
|
$797 Million
1.18% of portfolio
|
Q1 2024
Reduced 46.68%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
May 09, 2024 Q1 2024 |
10,524,610
shares
|
$661 Million
24.51% of portfolio
|
Q1 2024
Added 2.36%
|
|
|
Sage Financial Group Inc
|
Apr 30, 2024 Q1 2024 |
8,170,007
shares
|
$513 Million
45.63% of portfolio
|
Q1 2024
Added 1.09%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
7,561,281
shares
|
$475 Million
8.48% of portfolio
|
Q4 2023
Added 4.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
7,254,686
shares
|
$455 Million
1.22% of portfolio
|
Q1 2024
Reduced 3.42%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
6,526,989
shares
|
$410 Million
0.1% of portfolio
|
Q1 2024
Reduced 7.95%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
5,854,971
shares
|
$368 Million
0.14% of portfolio
|
Q1 2024
Reduced 9.07%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
5,475,303
shares
|
$344 Million
0.9% of portfolio
|
Q1 2024
Reduced 80.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
5,188,188
shares
|
$326 Million
0.33% of portfolio
|
Q1 2024
Added 10.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
4,977,896
shares
|
$313 Million
0.89% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
|
Campbell Wealth Management
|
May 09, 2024 Q1 2024 |
4,874,761
shares
|
$306 Million
30.06% of portfolio
|
Q1 2024
Added 6.33%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,792,444
shares
|
$238 Million
9.6% of portfolio
|
Q2 2023
Added 7.47%
|
|
|
Diversified, LLC
|
May 02, 2024 Q1 2024 |
3,722,265
shares
|
$234 Million
33.91% of portfolio
|
Q1 2024
Added 70.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
3,670,508
shares
|
$230 Million
0.37% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2024 Q1 2024 |
3,667,921
shares
|
$230 Million
0.13% of portfolio
|
Q1 2024
Added 0.34%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
3,397,174
shares
|
$213 Million
0.44% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
3,176,925
shares
|
$199 Million
2.76% of portfolio
|
Q1 2024
Added 1.57%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,172,750
shares
|
$199 Million
11.78% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
3,049,576
shares
|
$191 Million
12.24% of portfolio
|
Q1 2024
Added 5.74%
|
|
|
Jmg Financial Group, Ltd.
|
Apr 30, 2024 Q1 2024 |
2,872,482
shares
|
$180 Million
6.97% of portfolio
|
Q1 2024
Reduced 0.82%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
2,776,293
shares
|
$174 Million
0.56% of portfolio
|
Q1 2024
Added 94.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
2,323,807
shares
|
$146 Million
1.62% of portfolio
|
Q1 2024
Reduced 0.34%
|
|