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 1,470 institutions that hold shares in the stock, with a total of 1.07 Billion shares, which have been reported (via 13F filing form) to have a value of $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,023,300
shares
|
$142 Million
0.34% of portfolio
|
Q4 2024
Added 203.01%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,990,685
shares
|
$141 Million
21.72% of portfolio
|
Q4 2024
Added 203.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
5,976,786
shares
|
$141 Million
0.3% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
5,923,808
shares
|
$139 Million
9.65% of portfolio
|
Q4 2024
Added 235.65%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
5,877,555
shares
|
$138 Million
16.5% of portfolio
|
Q4 2024
Added 222.96%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
5,876,244
shares
|
$138 Million
15.94% of portfolio
|
Q4 2024
Added 201.89%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
5,087,575
shares
|
$120 Million
18.02% of portfolio
|
Q4 2024
Added 196.69%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
4,921,973
shares
|
$116 Million
0.17% of portfolio
|
Q4 2024
Added 175.73%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
4,713,155
shares
|
$111 Million
1.07% of portfolio
|
Q4 2024
Added 239.03%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,638,484
shares
|
$109 Million
24.47% of portfolio
|
Q4 2024
Added 204.42%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,630,059
shares
|
$109 Million
2.9% of portfolio
|
Q4 2024
Added 205.99%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
4,200,429
shares
|
$98.8 Million
4.55% of portfolio
|
Q4 2024
Added 316.04%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
4,119,584
shares
|
$96.9 Million
8.51% of portfolio
|
Q4 2024
Added 158.41%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,966,741
shares
|
$93.3 Million
31.25% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,881,088
shares
|
$91.2 Million
0.52% of portfolio
|
Q4 2024
Added 113.35%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,830,772
shares
|
$90.1 Million
2.1% of portfolio
|
Q4 2024
Added 190.59%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,792,444
shares
|
$89.2 Million
9.6% of portfolio
|
Q2 2023
Added 7.47%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
3,785,200
shares
|
$89 Million
4.57% of portfolio
|
Q4 2024
Added 206.47%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
3,773,400
shares
|
$88.7 Million
16.86% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Consulate, Inc
|
Jan 31, 2025 Q4 2024 |
3,757,492
shares
|
$88.3 Million
24.22% of portfolio
|
Q4 2024
Added 205.3%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
3,723,872
shares
|
$87.5 Million
7.57% of portfolio
|
Q4 2024
Added 190.55%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
3,560,063
shares
|
$83.7 Million
7.25% of portfolio
|
Q4 2024
Added 196.46%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
3,508,454
shares
|
$82.5 Million
7.64% of portfolio
|
Q4 2024
Added 194.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,482,519
shares
|
$81.9 Million
0.02% of portfolio
|
Q4 2024
Added 208.39%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
3,479,684
shares
|
$81.8 Million
11.76% of portfolio
|
Q4 2024
Added 121.17%
|