Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US LRG CAP ETF
-
Number of holders
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1,383
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Total 13F shares, excl. options
-
1,088,258,947
-
Shares change
-
-15,635,985
-
Total reported value, excl. options
-
$26,606,151,205
-
Value change
-
-$367,828,944
-
Put/Call ratio
-
0%
-
Number of buys
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661
-
Number of sells
-
-561
-
Price
-
$24.44
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q2 2025
1,450 filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q2 2025.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 1,383 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,088,258,947 shares
.
Largest 10 shareholders include US BANCORP \DE\ (206,409,170 shares), Creative Planning (81,577,917 shares), SEI INVESTMENTS CO (35,969,139 shares), HBK Sorce Advisory LLC (33,526,267 shares), MONETA GROUP INVESTMENT ADVISORS LLC (32,970,303 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (27,821,337 shares), SAGE FINANCIAL GROUP INC (24,810,353 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (19,566,506 shares), Betterment LLC (18,749,171 shares), and Cerity Partners LLC (18,731,019 shares).
This table shows the top 1,383 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.