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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
92,789
shares
|
$2.49 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
92,675
shares
|
$2.49 Million
0.0% of portfolio
|
Q4 2024
Added 384.52%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
92,304
shares
|
$2.48 Million
0.4% of portfolio
|
Q4 2024
Added 315.97%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
91,511
shares
|
$2.45 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
90,873
shares
|
$2.44 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
90,714
shares
|
$2.43 Million
1.5% of portfolio
|
Q4 2024
Added 284.35%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
90,598
shares
|
$2.43 Million
0.16% of portfolio
|
Q4 2024
Added 308.98%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
89,426
shares
|
$2.4 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
88,864
shares
|
$2.38 Million
0.71% of portfolio
|
Q4 2024
Added 303.89%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
88,263
shares
|
$2.37 Million
7.0% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
87,347
shares
|
$2.34 Million
0.82% of portfolio
|
Q4 2024
Added 292.04%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
86,798
shares
|
$2.33 Million
1.24% of portfolio
|
Q4 2024
Added 299.29%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
86,044
shares
|
$2.31 Million
0.18% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
85,301
shares
|
$2.29 Million
4.08% of portfolio
|
Q2 2023
New holding
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
84,853
shares
|
$2.28 Million
0.88% of portfolio
|
Q4 2024
Added 352.09%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
84,747
shares
|
$2.27 Million
1.98% of portfolio
|
Q2 2023
Reduced 1.49%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
83,721
shares
|
$2.25 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
83,239
shares
|
$2.23 Million
0.67% of portfolio
|
Q4 2024
Added 332.12%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
82,827
shares
|
$2.22 Million
1.96% of portfolio
|
Q4 2024
Added 317.24%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
82,108
shares
|
$2.2 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
81,716
shares
|
$2.19 Million
0.85% of portfolio
|
Q4 2024
Added 300.02%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
81,711
shares
|
$2.19 Million
2.13% of portfolio
|
Q4 2024
Added 287.94%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
81,647
shares
|
$2.19 Million
0.06% of portfolio
|
Q4 2024
Added 323.06%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
80,781
shares
|
$2.17 Million
0.48% of portfolio
|
Q4 2024
Added 297.13%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
80,160
shares
|
$2.15 Million
1.09% of portfolio
|
Q4 2024
Added 291.75%
|