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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
129,510
shares
|
$3.47 Million
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
129,076
shares
|
$3.46 Million
0.09% of portfolio
|
Q4 2024
Added 300.17%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
127,427
shares
|
$3.42 Million
0.35% of portfolio
|
Q4 2024
Added 291.17%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
127,056
shares
|
$3.41 Million
1.23% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
126,368
shares
|
$3.39 Million
0.3% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
126,237
shares
|
$3.39 Million
2.18% of portfolio
|
Q4 2024
Added 302.28%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
125,404
shares
|
$3.36 Million
0.82% of portfolio
|
Q4 2024
Added 278.5%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
125,270
shares
|
$3.36 Million
0.21% of portfolio
|
Q4 2024
Added 329.95%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
125,064
shares
|
$3.35 Million
0.14% of portfolio
|
Q4 2024
Added 301.68%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
124,342
shares
|
$3.33 Million
3.05% of portfolio
|
Q4 2024
Added 571.32%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
123,685
shares
|
$3.32 Million
2.5% of portfolio
|
Q4 2024
Added 506.54%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
123,141
shares
|
$3.3 Million
2.34% of portfolio
|
Q4 2024
Added 300.43%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
122,726
shares
|
$3.29 Million
0.13% of portfolio
|
Q4 2024
Added 212.0%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
122,664
shares
|
$3.29 Million
1.1% of portfolio
|
Q4 2024
Added 84.12%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
120,604
shares
|
$3.23 Million
0.04% of portfolio
|
Q4 2024
Added 312.21%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
120,546
shares
|
$3.23 Million
0.47% of portfolio
|
Q3 2022
Reduced 2.35%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
120,188
shares
|
$3.22 Million
0.79% of portfolio
|
Q4 2024
Added 302.52%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
119,669
shares
|
$3.21 Million
0.12% of portfolio
|
Q4 2024
Added 268.92%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
119,371
shares
|
$3.2 Million
0.08% of portfolio
|
Q4 2024
Added 286.88%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
119,122
shares
|
$3.19 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
119,105
shares
|
$3.19 Million
0.06% of portfolio
|
Q4 2024
Added 304.83%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
119,039
shares
|
$3.19 Million
2.39% of portfolio
|
Q4 2024
Added 280.78%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
117,944
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
Added 362.16%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
117,873
shares
|
$3.16 Million
0.03% of portfolio
|
Q4 2024
New holding
|