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 1,473 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 $59.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
65,922
shares
|
$1.73 Million
0.17% of portfolio
|
Q1 2024
Reduced 9.96%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
65,827
shares
|
$1.72 Million
0.3% of portfolio
|
Q4 2024
Added 300.02%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
65,800
shares
|
$1.72 Million
0.41% of portfolio
|
Q4 2024
Added 313.94%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
65,577
shares
|
$1.72 Million
0.19% of portfolio
|
Q3 2024
Reduced 72.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
65,161
shares
|
$1.71 Million
0.19% of portfolio
|
Q4 2024
Added 291.57%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
65,033
shares
|
$1.7 Million
0.49% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
65,031
shares
|
$1.7 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
64,132
shares
|
$1.68 Million
0.12% of portfolio
|
Q4 2024
Added 339.71%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
63,330
shares
|
$1.66 Million
0.27% of portfolio
|
Q4 2024
Added 944.7%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
62,891
shares
|
$1.65 Million
1.01% of portfolio
|
Q4 2024
Added 532.13%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
62,159
shares
|
$1.63 Million
0.02% of portfolio
|
Q4 2024
Added 290.54%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
62,149
shares
|
$1.63 Million
0.68% of portfolio
|
Q4 2024
Added 299.44%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
62,124
shares
|
$1.63 Million
0.22% of portfolio
|
Q4 2024
Added 287.86%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
62,058
shares
|
$1.62 Million
0.07% of portfolio
|
Q4 2024
Added 317.79%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
61,507
shares
|
$1.61 Million
0.6% of portfolio
|
Q4 2024
Added 300.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
60,842
shares
|
$1.59 Million
0.11% of portfolio
|
Q2 2024
Added 5.48%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
60,824
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Added 365.02%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
60,749
shares
|
$1.59 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
60,560
shares
|
$1.58 Million
0.56% of portfolio
|
Q4 2024
Reduced 77.17%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
60,473
shares
|
$1.58 Million
0.69% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
59,835
shares
|
$1.57 Million
0.15% of portfolio
|
Q4 2024
Added 301.93%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
59,676
shares
|
$1.56 Million
0.27% of portfolio
|
Q4 2024
Added 3488.45%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
59,544
shares
|
$1.56 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
58,948
shares
|
$1.54 Million
0.16% of portfolio
|
Q4 2024
Added 166.54%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
58,774
shares
|
$1.54 Million
1.52% of portfolio
|
Q4 2024
Added 290.14%
|