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 1,353 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $8.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
27,919,139
shares
|
$653 Million
1.88% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
25,610,568
shares
|
$599 Million
18.81% of portfolio
|
Q3 2024
Added 220.18%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
20,593,427
shares
|
$482 Million
1.81% of portfolio
|
Q3 2024
Added 43.83%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
13,916,846
shares
|
$326 Million
2.07% of portfolio
|
Q3 2024
Added 193.78%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
12,352,063
shares
|
$289 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
10,636,581
shares
|
$249 Million
28.24% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
8,353,812
shares
|
$195 Million
46.31% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,476,490
shares
|
$152 Million
0.39% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,217,901
shares
|
$145 Million
0.94% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,974,397
shares
|
$140 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
5,627,827
shares
|
$132 Million
0.86% of portfolio
|
Q3 2024
Reduced 16.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,162,110
shares
|
$121 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
5,109,323
shares
|
$120 Million
30.88% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,966,741
shares
|
$92.8 Million
31.25% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
3,966,741
shares
|
$92.8 Million
29.54% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
3,839,386
shares
|
$89.8 Million
3.79% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,792,444
shares
|
$88.7 Million
9.6% of portfolio
|
Q2 2023
Added 7.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,666,338
shares
|
$85.8 Million
0.36% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
3,353,301
shares
|
$78.5 Million
0.12% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
3,330,253
shares
|
$77.9 Million
12.78% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,326,538
shares
|
$77.8 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
3,219,612
shares
|
$75.3 Million
19.11% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,172,750
shares
|
$74.2 Million
11.78% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,133,410
shares
|
$73.3 Million
0.61% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,818,327
shares
|
$65.9 Million
6.76% of portfolio
|
Q3 2024
Reduced 1.03%
|