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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
142,862
shares
|
$3.83 Million
3.36% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
141,829
shares
|
$3.8 Million
0.3% of portfolio
|
Q4 2024
Added 185.2%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
140,776
shares
|
$3.78 Million
5.97% of portfolio
|
Q1 2023
Added 38.04%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
140,584
shares
|
$3.77 Million
0.62% of portfolio
|
Q4 2024
Added 334.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
140,240
shares
|
$3.76 Million
0.23% of portfolio
|
Q4 2024
Added 320.26%
|
|
|
Barden Capital Management, Inc.
|
Feb 06, 2025 Q4 2024 |
140,198
shares
|
$3.76 Million
3.35% of portfolio
|
Q4 2024
Added 305.91%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
140,017
shares
|
$3.76 Million
1.43% of portfolio
|
Q4 2024
Added 296.37%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
139,802
shares
|
$3.75 Million
0.48% of portfolio
|
Q4 2024
Added 308.26%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
139,276
shares
|
$3.74 Million
0.31% of portfolio
|
Q4 2024
Added 346.94%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
138,644
shares
|
$3.72 Million
1.04% of portfolio
|
Q4 2024
Added 319.9%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
138,235
shares
|
$3.71 Million
1.2% of portfolio
|
Q4 2024
Added 546.59%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
137,668
shares
|
$3.69 Million
0.18% of portfolio
|
Q4 2024
Added 253.7%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
137,381
shares
|
$3.68 Million
1.89% of portfolio
|
Q4 2024
Added 296.95%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
137,014
shares
|
$3.67 Million
0.12% of portfolio
|
Q4 2024
Added 298.45%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
136,271
shares
|
$3.65 Million
0.3% of portfolio
|
Q4 2024
Added 294.82%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
136,075
shares
|
$3.65 Million
0.97% of portfolio
|
Q4 2024
Added 88260.39%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
134,939
shares
|
$3.62 Million
0.0% of portfolio
|
Q4 2024
Added 913.44%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
134,210
shares
|
$3.6 Million
0.17% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
133,975
shares
|
$3.59 Million
0.19% of portfolio
|
Q4 2024
Added 310.31%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
133,632
shares
|
$3.58 Million
0.05% of portfolio
|
Q4 2024
Added 322.51%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
132,530
shares
|
$3.55 Million
2.47% of portfolio
|
Q4 2024
Added 314.54%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
132,255
shares
|
$3.55 Million
0.12% of portfolio
|
Q4 2024
Added 309.05%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
131,856
shares
|
$3.54 Million
3.28% of portfolio
|
Q4 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
131,270
shares
|
$3.52 Million
0.36% of portfolio
|
Q4 2024
Added 300.01%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
129,814
shares
|
$3.48 Million
1.27% of portfolio
|
Q3 2024
Reduced 13.5%
|