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 1,380 institutions that hold shares in the stock, with a total of 496 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
27,919,139
shares
|
$666 Million
1.88% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
25,610,568
shares
|
$611 Million
18.81% of portfolio
|
Q3 2024
Added 220.18%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
24,865,286
shares
|
$594 Million
46.39% of portfolio
|
Q4 2024
Added 197.65%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
20,593,427
shares
|
$492 Million
1.81% of portfolio
|
Q3 2024
Added 43.83%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
15,779,897
shares
|
$377 Million
32.92% of portfolio
|
Q4 2024
Added 208.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
13,916,846
shares
|
$332 Million
2.07% of portfolio
|
Q3 2024
Added 193.78%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
12,352,063
shares
|
$295 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
10,636,581
shares
|
$254 Million
28.24% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
10,339,604
shares
|
$247 Million
13.22% of portfolio
|
Q4 2024
Added 210.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,476,490
shares
|
$155 Million
0.39% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,217,901
shares
|
$148 Million
0.94% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,990,685
shares
|
$143 Million
21.72% of portfolio
|
Q4 2024
Added 203.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
5,976,786
shares
|
$143 Million
0.3% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,974,397
shares
|
$143 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,162,110
shares
|
$123 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
5,087,575
shares
|
$121 Million
18.02% of portfolio
|
Q4 2024
Added 196.69%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,630,059
shares
|
$111 Million
2.9% of portfolio
|
Q4 2024
Added 205.99%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,966,741
shares
|
$94.7 Million
31.25% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
3,966,741
shares
|
$94.7 Million
29.54% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
3,839,386
shares
|
$91.6 Million
3.79% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,792,444
shares
|
$90.5 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
|
$90.4 Million
4.57% of portfolio
|
Q4 2024
Added 206.47%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
3,723,872
shares
|
$88.9 Million
7.57% of portfolio
|
Q4 2024
Added 190.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,666,338
shares
|
$87.5 Million
0.36% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
3,560,063
shares
|
$85 Million
7.25% of portfolio
|
Q4 2024
Added 196.46%
|