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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
6,976,333
shares
|
$163 Million
0.43% of portfolio
|
Q1 2025
Reduced 24.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
6,825,227
shares
|
$159 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
6,363,308
shares
|
$148 Million
9.9% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
6,192,256
shares
|
$144 Million
21.21% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
6,181,603
shares
|
$144 Million
16.49% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,176,314
shares
|
$144 Million
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
6,127,531
shares
|
$143 Million
16.19% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
6,083,326
shares
|
$142 Million
0.81% of portfolio
|
Q1 2025
Added 95.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,990,697
shares
|
$140 Million
1.51% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
5,012,253
shares
|
$117 Million
14.65% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,841,305
shares
|
$113 Million
1.05% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
4,743,027
shares
|
$111 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
4,735,165
shares
|
$110 Million
24.54% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
4,633,176
shares
|
$108 Million
2.81% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Financial Consulate, Inc
|
Apr 25, 2025 Q1 2025 |
4,117,925
shares
|
$95.9 Million
24.02% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
4,040,400
shares
|
$94.1 Million
16.44% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,966,741
shares
|
$92.4 Million
31.25% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
3,942,548
shares
|
$91.9 Million
7.37% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
3,838,149
shares
|
$89.4 Million
2.15% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
3,829,838
shares
|
$89.2 Million
4.41% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,792,444
shares
|
$88.4 Million
9.6% of portfolio
|
Q2 2023
Added 7.47%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
3,780,762
shares
|
$88.1 Million
42.47% of portfolio
|
Q1 2025
Added 45.35%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Apr 10, 2025 Q1 2025 |
3,661,960
shares
|
$85.3 Million
68.82% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,618,623
shares
|
$84.3 Million
6.97% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,363,360
shares
|
$78.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.42%
|