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 |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
3,214,370
shares
|
$74.9 Million
6.69% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,172,750
shares
|
$73.9 Million
11.78% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
3,118,745
shares
|
$72.7 Million
0.39% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
3,096,635
shares
|
$72.2 Million
30.56% of portfolio
|
Q1 2025
Added 43.1%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,083,284
shares
|
$71.8 Million
0.58% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
3,011,806
shares
|
$70.2 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
2,940,932
shares
|
$68.5 Million
10.4% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,786,441
shares
|
$64.9 Million
0.21% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
2,773,343
shares
|
$64.6 Million
9.18% of portfolio
|
Q1 2025
Reduced 20.3%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
2,752,407
shares
|
$64.1 Million
11.63% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
2,702,200
shares
|
$63 Million
13.03% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
2,629,519
shares
|
$61.3 Million
11.89% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
2,567,549
shares
|
$59.8 Million
5.35% of portfolio
|
Q1 2025
Reduced 37.67%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
2,549,269
shares
|
$59.4 Million
4.17% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,534,479
shares
|
$59.1 Million
0.48% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
2,516,258
shares
|
$58.6 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,456,151
shares
|
$57.2 Million
0.6% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
2,443,295
shares
|
$56.9 Million
1.68% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,382,172
shares
|
$55.5 Million
4.53% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
2,372,809
shares
|
$55.3 Million
4.26% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,315,246
shares
|
$53.9 Million
0.0% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
2,308,399
shares
|
$53.8 Million
3.4% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,277,566
shares
|
$53.1 Million
0.02% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
2,256,872
shares
|
$52.6 Million
4.2% of portfolio
|
Q1 2025
Reduced 17.19%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
2,206,512
shares
|
$51.4 Million
12.77% of portfolio
|
Q1 2025
Reduced 2.78%
|