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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
225,323
shares
|
$6.04 Million
0.1% of portfolio
|
Q4 2024
Added 245.19%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
222,770
shares
|
$5.97 Million
0.43% of portfolio
|
Q4 2024
Added 268.99%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
221,370
shares
|
$5.94 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
218,849
shares
|
$5.87 Million
0.23% of portfolio
|
Q4 2024
Added 248.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
218,271
shares
|
$5.85 Million
0.22% of portfolio
|
Q4 2024
Added 279.4%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
215,816
shares
|
$5.79 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
214,692
shares
|
$5.76 Million
0.77% of portfolio
|
Q4 2024
Added 279.13%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
209,308
shares
|
$5.61 Million
0.14% of portfolio
|
Q4 2024
Added 295.81%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
208,850
shares
|
$5.6 Million
3.25% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
208,781
shares
|
$5.6 Million
0.02% of portfolio
|
Q4 2024
Added 303.56%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
207,602
shares
|
$5.57 Million
5.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
205,642
shares
|
$5.52 Million
3.44% of portfolio
|
Q4 2024
Added 266.19%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
204,659
shares
|
$5.49 Million
0.3% of portfolio
|
Q4 2024
Added 287.7%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
201,020
shares
|
$5.39 Million
2.4% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
199,772
shares
|
$5.36 Million
2.87% of portfolio
|
Q3 2024
Added 22.98%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
199,528
shares
|
$5.35 Million
4.69% of portfolio
|
Q4 2024
Added 280.95%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
199,024
shares
|
$5.34 Million
1.05% of portfolio
|
Q4 2024
Added 334.79%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
196,739
shares
|
$5.28 Million
0.08% of portfolio
|
Q4 2024
Added 296.37%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
196,489
shares
|
$5.27 Million
0.49% of portfolio
|
Q4 2024
Added 377.26%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
194,856
shares
|
$5.23 Million
0.45% of portfolio
|
Q4 2024
Added 260.18%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
193,813
shares
|
$5.2 Million
2.18% of portfolio
|
Q4 2024
Added 297.87%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
193,805
shares
|
$5.2 Million
0.47% of portfolio
|
Q4 2024
Added 253.84%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
190,844
shares
|
$5.12 Million
0.19% of portfolio
|
Q4 2024
Added 287.08%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
190,645
shares
|
$5.11 Million
0.18% of portfolio
|
Q4 2024
Added 757.37%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
189,776
shares
|
$5.09 Million
0.29% of portfolio
|
Q4 2024
Added 2.78%
|