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 1,603 institutions that hold shares in the stock, with a total of 1.13 Billion shares, which have been reported (via 13F filing form) to have a value of $30.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
206,409,170
shares
|
$5.55 Billion
6.45% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
81,577,917
shares
|
$2.2 Billion
1.72% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
35,969,139
shares
|
$968 Million
1.06% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
34,041,791
shares
|
$916 Million
29.65% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
32,970,303
shares
|
$887 Million
9.79% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
27,821,337
shares
|
$749 Million
0.5% of portfolio
|
Q2 2025
Added 13.65%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
24,810,353
shares
|
$668 Million
44.77% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
19,420,421
shares
|
$523 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
|
$508 Million
0.82% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,749,171
shares
|
$505 Million
0.98% of portfolio
|
Q2 2025
Added 41.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
18,210,850
shares
|
$490 Million
1.03% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
16,481,206
shares
|
$444 Million
29.23% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
15,779,897
shares
|
$425 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
|
$382 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
11,439,747
shares
|
$308 Million
0.58% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
10,819,876
shares
|
$291 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
10,183,018
shares
|
$274 Million
3.47% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
9,633,628
shares
|
$259 Million
12.73% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
9,628,895
shares
|
$259 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
9,414,080
shares
|
$253 Million
19.44% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
9,081,052
shares
|
$244 Million
7.02% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,724,173
shares
|
$208 Million
0.01% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
7,617,955
shares
|
$205 Million
0.44% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
7,592,541
shares
|
$204 Million
1.7% of portfolio
|
Q3 2025
New holding
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
7,343,379
shares
|
$198 Million
6.94% of portfolio
|
Q2 2025
Reduced 7.69%
|