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 1,498 institutions that hold shares in the stock, with a total of 1.15 Billion shares, which have been reported (via 13F filing form) to have a value of $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
217,201,393
shares
|
$5.06 Billion
6.48% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
82,661,328
shares
|
$1.93 Billion
1.72% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
34,774,784
shares
|
$810 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
33,030,817
shares
|
$770 Million
28.87% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
31,236,922
shares
|
$728 Million
9.64% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
25,345,106
shares
|
$591 Million
45.2% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
24,479,012
shares
|
$570 Million
0.45% of portfolio
|
Q1 2025
Added 17.81%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
18,776,565
shares
|
$437 Million
0.08% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
18,682,304
shares
|
$435 Million
0.85% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
17,815,938
shares
|
$415 Million
1.01% of portfolio
|
Q1 2025
Added 687.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
16,624,072
shares
|
$387 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
15,935,064
shares
|
$371 Million
4.26% of portfolio
|
Q1 2025
Added 43.09%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
15,779,897
shares
|
$368 Million
32.92% of portfolio
|
Q4 2024
Added 208.85%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
15,387,690
shares
|
$359 Million
28.6% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
14,010,112
shares
|
$326 Million
0.43% of portfolio
|
Q1 2025
Added 26.95%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
13,226,354
shares
|
$308 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,225,086
shares
|
$308 Million
0.69% of portfolio
|
Q1 2025
Added 119.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
11,714,878
shares
|
$273 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
10,984,731
shares
|
$256 Million
0.14% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,874,440
shares
|
$230 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
9,874,084
shares
|
$230 Million
18.53% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
9,181,848
shares
|
$214 Million
12.71% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
8,142,312
shares
|
$190 Million
6.33% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
7,955,519
shares
|
$185 Million
7.6% of portfolio
|
Q1 2025
Added 89.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,284,275
shares
|
$170 Million
0.01% of portfolio
|
Q1 2025
Added 12.11%
|