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 1,631 institutions that hold shares in the stock, with a total of 1.14 Billion shares, which have been reported (via 13F filing form) to have a value of $30.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
205,650,965
shares
|
$5.46 Billion
6.54% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
80,734,185
shares
|
$2.14 Billion
1.65% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
34,779,046
shares
|
$923 Million
7.45% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
34,041,791
shares
|
$903 Million
29.65% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
31,394,167
shares
|
$833 Million
0.92% of portfolio
|
Q3 2025
Reduced 12.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
29,438,303
shares
|
$781 Million
0.53% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
25,009,642
shares
|
$664 Million
44.81% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
19,420,421
shares
|
$515 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
18,864,225
shares
|
$501 Million
0.82% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
18,482,949
shares
|
$491 Million
1.04% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,084,620
shares
|
$480 Million
0.94% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
16,481,206
shares
|
$437 Million
29.23% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
15,779,897
shares
|
$419 Million
32.92% of portfolio
|
Q4 2024
Added 208.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
14,199,707
shares
|
$377 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
11,427,612
shares
|
$303 Million
0.15% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
10,349,931
shares
|
$275 Million
0.46% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
10,183,018
shares
|
$270 Million
3.47% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
9,633,628
shares
|
$256 Million
12.73% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,584,115
shares
|
$254 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
9,414,080
shares
|
$250 Million
19.44% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
9,204,094
shares
|
$244 Million
0.02% of portfolio
|
Q3 2025
Added 19.16%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
8,784,010
shares
|
$233 Million
6.88% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
8,219,560
shares
|
$218 Million
0.07% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
7,617,955
shares
|
$202 Million
0.44% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
7,592,541
shares
|
$202 Million
1.7% of portfolio
|
Q3 2025
New holding
|
|