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 |
|---|---|---|---|---|---|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
116,678
shares
|
$3.13 Million
2.01% of portfolio
|
Q4 2024
Added 280.0%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
116,407
shares
|
$3.12 Million
0.09% of portfolio
|
Q4 2024
Added 301.82%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
116,405
shares
|
$3.12 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
115,879
shares
|
$3.11 Million
1.16% of portfolio
|
Q4 2024
Added 301.17%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
115,291
shares
|
$3.09 Million
0.2% of portfolio
|
Q4 2024
Added 896.9%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
115,246
shares
|
$3.09 Million
0.74% of portfolio
|
Q4 2024
Added 276.73%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
115,032
shares
|
$3.09 Million
0.01% of portfolio
|
Q4 2024
Added 366.47%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
114,694
shares
|
$3.08 Million
0.68% of portfolio
|
Q4 2024
Added 304.51%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
113,252
shares
|
$3.04 Million
1.06% of portfolio
|
Q4 2024
Added 296.29%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
113,223
shares
|
$3.04 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
112,904
shares
|
$3.03 Million
0.51% of portfolio
|
Q4 2024
Added 301.89%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
112,110
shares
|
$3.01 Million
0.27% of portfolio
|
Q4 2024
Added 334.75%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
111,976
shares
|
$3 Million
0.25% of portfolio
|
Q4 2024
Added 315.23%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
111,026
shares
|
$2.98 Million
12.39% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
110,834
shares
|
$2.97 Million
1.37% of portfolio
|
Q4 2024
Added 291.31%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
109,970
shares
|
$2.95 Million
1.26% of portfolio
|
Q4 2024
Added 270.86%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
108,409
shares
|
$2.91 Million
0.0% of portfolio
|
Q4 2024
Added 433.46%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
108,131
shares
|
$2.9 Million
0.08% of portfolio
|
Q4 2024
Added 16.65%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
108,103
shares
|
$2.9 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
106,865
shares
|
$2.87 Million
0.27% of portfolio
|
Q4 2024
Added 295.02%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
106,229
shares
|
$2.85 Million
1.54% of portfolio
|
Q3 2022
Added 1.29%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
106,160
shares
|
$2.85 Million
1.81% of portfolio
|
Q4 2024
Added 312.75%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
105,733
shares
|
$2.84 Million
1.13% of portfolio
|
Q4 2024
Added 300.19%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
105,606
shares
|
$2.83 Million
1.04% of portfolio
|
Q4 2024
Added 295.57%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
104,026
shares
|
$2.79 Million
1.08% of portfolio
|
Q4 2024
Added 202.91%
|