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 |
|---|---|---|---|---|---|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
262,054
shares
|
$7.03 Million
2.71% of portfolio
|
Q4 2024
Added 310.74%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
260,358
shares
|
$6.98 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
260,163
shares
|
$6.98 Million
7.58% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
257,951
shares
|
$6.92 Million
1.01% of portfolio
|
Q4 2024
Added 302.72%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
252,714
shares
|
$6.78 Million
1.63% of portfolio
|
Q4 2024
Added 303.06%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
251,775
shares
|
$6.75 Million
0.1% of portfolio
|
Q4 2024
Added 294.96%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
250,146
shares
|
$6.71 Million
0.08% of portfolio
|
Q4 2024
Added 675.48%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
246,148
shares
|
$6.6 Million
2.08% of portfolio
|
Q4 2024
Added 215.89%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
245,974
shares
|
$6.6 Million
0.83% of portfolio
|
Q4 2024
Added 323.82%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
243,997
shares
|
$6.54 Million
0.56% of portfolio
|
Q4 2024
Added 251.39%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
243,556
shares
|
$6.53 Million
0.86% of portfolio
|
Q4 2024
Added 288.91%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
243,491
shares
|
$6.53 Million
1.79% of portfolio
|
Q4 2024
Added 319.36%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
242,120
shares
|
$6.49 Million
0.24% of portfolio
|
Q4 2024
Added 388.01%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
240,346
shares
|
$6.45 Million
2.89% of portfolio
|
Q4 2024
Added 311.72%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
240,253
shares
|
$6.44 Million
1.18% of portfolio
|
Q4 2024
Added 299.93%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
236,886
shares
|
$6.35 Million
0.08% of portfolio
|
Q4 2024
Added 443.27%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
236,115
shares
|
$6.33 Million
0.11% of portfolio
|
Q4 2024
Added 310.65%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
235,924
shares
|
$6.33 Million
3.42% of portfolio
|
Q4 2024
Added 301.12%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
235,577
shares
|
$6.32 Million
0.23% of portfolio
|
Q4 2024
Added 63.89%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
233,202
shares
|
$6.25 Million
3.95% of portfolio
|
Q4 2024
Added 315.34%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
231,594
shares
|
$6.21 Million
2.12% of portfolio
|
Q4 2024
Added 326.52%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
230,368
shares
|
$6.18 Million
2.02% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
227,658
shares
|
$6.11 Million
2.69% of portfolio
|
Q4 2024
Added 317.09%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
227,290
shares
|
$6.1 Million
3.47% of portfolio
|
Q4 2024
Added 299.66%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
226,129
shares
|
$6.06 Million
0.58% of portfolio
|
Q4 2024
Added 394.9%
|