Institutional Ownership Schwab Strategic Tr Us Large C (SCHG)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG). We have compiled data on the 1,469 institutions that hold shares in the stock, with a total of 2.26 Billion shares, which have been reported (via 13F filing form) to have a value of $60.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
464,526
shares
|
$12.5 Million
0.5% of portfolio
|
Q4 2024
Added 712.85%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
464,092
shares
|
$12.4 Million
11.16% of portfolio
|
Q4 2024
New holding
|
|
|
Gpm Growth Investors, Inc.
|
Feb 06, 2025 Q4 2024 |
461,909
shares
|
$12.4 Million
5.64% of portfolio
|
Q4 2024
Added 302.53%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
461,529
shares
|
$12.4 Million
0.36% of portfolio
|
Q4 2024
Added 370.31%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
460,529
shares
|
$12.4 Million
0.18% of portfolio
|
Q4 2024
Added 301.15%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
459,940
shares
|
$12.3 Million
11.63% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
458,076
shares
|
$12.3 Million
1.81% of portfolio
|
Q4 2024
Added 188.9%
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
456,283
shares
|
$12.2 Million
7.9% of portfolio
|
Q4 2024
Added 222.32%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
450,319
shares
|
$12.1 Million
3.11% of portfolio
|
Q4 2024
Added 313.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
449,657
shares
|
$12.1 Million
0.17% of portfolio
|
Q4 2024
Added 265.67%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
449,211
shares
|
$12 Million
6.09% of portfolio
|
Q4 2024
Added 297.08%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
445,008
shares
|
$11.9 Million
1.76% of portfolio
|
Q4 2024
Added 286.45%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
444,273
shares
|
$11.9 Million
9.13% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Guerra Advisors Inc
Miami, FL |
Feb 14, 2025 Q4 2024 |
432,053
shares
|
$11.6 Million
6.68% of portfolio
|
Q4 2024
New holding
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Feb 12, 2025 Q4 2024 |
431,967
shares
|
$11.6 Million
4.04% of portfolio
|
Q4 2024
Added 269.22%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
431,191
shares
|
$11.6 Million
0.35% of portfolio
|
Q4 2024
Added 326.53%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
427,306
shares
|
$11.5 Million
4.37% of portfolio
|
Q4 2024
Added 244.77%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
426,123
shares
|
$11.4 Million
0.17% of portfolio
|
Q4 2024
Added 922.83%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
425,200
shares
|
$11.4 Million
1.2% of portfolio
|
Q4 2024
Added 366.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
421,641
shares
|
$11.3 Million
0.25% of portfolio
|
Q4 2024
Added 363.57%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
414,629
shares
|
$11.1 Million
19.88% of portfolio
|
Q1 2023
Added 0.51%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
414,539
shares
|
$11.1 Million
9.88% of portfolio
|
Q4 2024
Added 300.05%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
412,193
shares
|
$11.1 Million
1.03% of portfolio
|
Q4 2024
Added 293.67%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
411,012
shares
|
$11 Million
1.78% of portfolio
|
Q4 2024
Added 74.77%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
409,243
shares
|
$11 Million
1.89% of portfolio
|
Q4 2024
Added 289.46%
|