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 1,476 institutions that hold shares in the stock, with a total of 1.09 Billion shares, which have been reported (via 13F filing form) to have a value of $23.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
3,479,684
shares
|
$76.4 Million
11.76% of portfolio
|
Q4 2024
Added 121.17%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
3,214,370
shares
|
$70.6 Million
6.69% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,172,750
shares
|
$69.7 Million
11.78% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
3,109,070
shares
|
$68.3 Million
0.73% of portfolio
|
Q4 2024
Added 199.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
3,067,870
shares
|
$67.4 Million
0.24% of portfolio
|
Q4 2024
Added 195.02%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
3,062,799
shares
|
$67.3 Million
0.87% of portfolio
|
Q4 2024
Added 200.9%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,006,048
shares
|
$66 Million
0.71% of portfolio
|
Q4 2024
Added 185.1%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
2,992,754
shares
|
$65.7 Million
10.55% of portfolio
|
Q4 2024
Added 201.19%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
2,974,024
shares
|
$65.3 Million
12.92% of portfolio
|
Q4 2024
Added 210.1%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
2,928,601
shares
|
$64.3 Million
14.04% of portfolio
|
Q4 2024
Added 205.36%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
2,894,843
shares
|
$63.6 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
2,725,374
shares
|
$59.8 Million
5.16% of portfolio
|
Q4 2024
Added 205.13%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,539,021
shares
|
$55.8 Million
0.48% of portfolio
|
Q4 2024
Added 198.98%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,531,164
shares
|
$55.6 Million
0.51% of portfolio
|
Q4 2024
Added 189.71%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
2,528,316
shares
|
$55.5 Million
4.34% of portfolio
|
Q4 2024
Added 208.48%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
2,426,283
shares
|
$53.3 Million
12.15% of portfolio
|
Q4 2024
Added 205.24%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
2,414,240
shares
|
$53 Million
4.66% of portfolio
|
Q4 2024
Added 158.12%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,395,256
shares
|
$52.6 Million
0.62% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
2,378,954
shares
|
$52.2 Million
0.8% of portfolio
|
Q4 2024
Added 194.75%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
2,372,809
shares
|
$52.1 Million
4.26% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,329,858
shares
|
$51.2 Million
4.57% of portfolio
|
Q4 2024
Added 198.06%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
2,269,625
shares
|
$49.8 Million
13.73% of portfolio
|
Q4 2024
Added 200.56%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
2,269,625
shares
|
$49.8 Million
8.36% of portfolio
|
Q4 2024
Added 200.56%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,263,618
shares
|
$49.7 Million
0.15% of portfolio
|
Q4 2024
Added 187.71%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
2,241,615
shares
|
$49.2 Million
3.34% of portfolio
|
Q4 2024
Added 188.45%
|