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 1,557 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 $28.7 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
|
$5.2 Billion
6.45% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
81,577,917
shares
|
$2.06 Billion
1.72% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
35,969,139
shares
|
$907 Million
1.06% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
33,526,267
shares
|
$845 Million
29.75% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
32,970,303
shares
|
$831 Million
9.79% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
27,821,337
shares
|
$701 Million
0.5% of portfolio
|
Q2 2025
Added 13.65%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
24,810,353
shares
|
$625 Million
44.77% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
19,566,506
shares
|
$493 Million
0.86% of portfolio
|
Q2 2025
Added 17.7%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,749,171
shares
|
$473 Million
0.98% of portfolio
|
Q2 2025
Added 41.77%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
18,731,019
shares
|
$472 Million
0.83% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
18,210,850
shares
|
$459 Million
1.03% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
16,260,904
shares
|
$410 Million
29.67% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
15,779,897
shares
|
$398 Million
32.92% of portfolio
|
Q4 2024
Added 208.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
14,286,701
shares
|
$360 Million
0.45% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
13,363,128
shares
|
$337 Million
0.1% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
12,518,206
shares
|
$316 Million
0.4% of portfolio
|
Q2 2025
Added 163.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
11,439,747
shares
|
$288 Million
0.58% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
11,090,995
shares
|
$280 Million
3.7% of portfolio
|
Q2 2025
Reduced 30.4%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
10,819,876
shares
|
$273 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
9,628,895
shares
|
$243 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
9,481,593
shares
|
$239 Million
19.25% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
9,304,081
shares
|
$235 Million
12.67% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
9,081,052
shares
|
$229 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
|
$195 Million
0.01% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
7,343,379
shares
|
$185 Million
6.94% of portfolio
|
Q2 2025
Reduced 7.69%
|