Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / US LRG CAP ETF
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Number of holders
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936
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Total shares
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632M
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Shares change
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+19.5M
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Total reported value, excl. options
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$14B
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Value change
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+$430M
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Number of buys
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414
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Number of sells
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-407
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Price
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$22.08
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q1 2025
985 filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q1 2025.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 936 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 632M shares
.
Largest 10 shareholders include US BANCORP \DE\ (217M shares), HBK Sorce Advisory LLC (33M shares), SAGE FINANCIAL GROUP INC (25.3M shares), Cerity Partners LLC (18.7M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (16.6M shares), ENVESTNET ASSET MANAGEMENT INC (13.2M shares), Koss-Olinger Consulting, LLC (9.87M shares), JMG Financial Group, Ltd. (8.14M shares), Fund Evaluation Group, LLC (7.96M shares), and ASSETMARK, INC (6.98M shares).
This table shows the top 936 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.