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 1,464 institutions that hold shares in the stock, with a total of 1.07 Billion shares, which have been reported (via 13F filing form) to have a value of $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
206,419,096
shares
|
$4.9 Billion
6.33% of portfolio
|
Q4 2024
Added 902.35%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
82,467,395
shares
|
$1.96 Billion
1.86% of portfolio
|
Q4 2024
Added 195.38%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
35,164,430
shares
|
$835 Million
1.08% of portfolio
|
Q4 2024
Added 184.68%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
32,139,846
shares
|
$763 Million
29.48% of portfolio
|
Q4 2024
Added 202.16%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
26,239,480
shares
|
$623 Million
8.63% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
24,865,286
shares
|
$591 Million
46.39% of portfolio
|
Q4 2024
Added 197.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
20,777,879
shares
|
$493 Million
0.41% of portfolio
|
Q4 2024
Added 220.82%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
18,460,760
shares
|
$438 Million
0.94% of portfolio
|
Q4 2024
Added 196.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
16,756,375
shares
|
$398 Million
0.07% of portfolio
|
Q4 2024
Added 180.47%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
15,779,897
shares
|
$375 Million
32.92% of portfolio
|
Q4 2024
Added 208.85%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
14,875,742
shares
|
$353 Million
32.82% of portfolio
|
Q4 2024
Added 275.01%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
14,690,875
shares
|
$349 Million
0.11% of portfolio
|
Q4 2024
Added 184.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,897,313
shares
|
$283 Million
0.68% of portfolio
|
Q4 2024
Reduced 14.51%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
11,136,452
shares
|
$264 Million
3.85% of portfolio
|
Q4 2024
Added 190.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
11,036,122
shares
|
$262 Million
0.36% of portfolio
|
Q4 2024
Added 201.01%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
10,924,350
shares
|
$259 Million
0.13% of portfolio
|
Q4 2024
Added 225.78%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
10,339,604
shares
|
$246 Million
13.22% of portfolio
|
Q4 2024
Added 210.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,168,084
shares
|
$241 Million
0.4% of portfolio
|
Q4 2024
Added 205.67%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
9,833,558
shares
|
$234 Million
19.98% of portfolio
|
Q4 2024
Added 205.43%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
9,208,628
shares
|
$219 Million
0.59% of portfolio
|
Q4 2024
Added 193.89%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
8,298,426
shares
|
$197 Million
6.8% of portfolio
|
Q4 2024
Added 194.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
7,012,430
shares
|
$167 Million
0.07% of portfolio
|
Q4 2024
Added 211.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,497,579
shares
|
$154 Million
0.01% of portfolio
|
Q4 2024
Added 224.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
6,184,920
shares
|
$147 Million
1.61% of portfolio
|
Q4 2024
Added 190.02%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,170,669
shares
|
$147 Million
0.01% of portfolio
|
Q4 2024
Added 233.89%
|