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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
58,002
shares
|
$1.52 Million
0.34% of portfolio
|
Q4 2024
Added 267.54%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
57,812
shares
|
$1.51 Million
0.04% of portfolio
|
Q4 2024
Added 294.54%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
57,802
shares
|
$1.51 Million
0.98% of portfolio
|
Q4 2024
Added 393.74%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
57,457
shares
|
$1.5 Million
9.29% of portfolio
|
Q4 2023
Reduced 0.51%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
57,356
shares
|
$1.5 Million
0.86% of portfolio
|
Q4 2024
Added 346.94%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
57,135
shares
|
$1.5 Million
0.44% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Feb 05, 2025 Q4 2024 |
57,120
shares
|
$1.49 Million
0.28% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Financial Consulate, Inc
|
Jan 31, 2025 Q4 2024 |
56,921
shares
|
$1.49 Million
0.44% of portfolio
|
Q4 2024
Added 385.05%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
56,878
shares
|
$1.49 Million
2.01% of portfolio
|
Q4 2024
Added 364.39%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
56,427
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2024
Added 348.83%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
56,200
shares
|
$1.47 Million
0.32% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
56,003
shares
|
$1.47 Million
0.11% of portfolio
|
Q4 2024
Added 304.65%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
55,553
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2024
Added 408.12%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
55,508
shares
|
$1.45 Million
1.42% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
55,447
shares
|
$1.45 Million
0.53% of portfolio
|
Q4 2024
Added 225.01%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
55,143
shares
|
$1.44 Million
0.59% of portfolio
|
Q4 2024
Added 310.26%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
54,386
shares
|
$1.42 Million
0.09% of portfolio
|
Q4 2024
Added 299.54%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
53,715
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2024
Added 302.15%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
53,703
shares
|
$1.41 Million
0.53% of portfolio
|
Q4 2024
Added 298.24%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
53,659
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 393.69%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
53,349
shares
|
$1.4 Million
0.8% of portfolio
|
Q4 2024
Added 293.37%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
52,854
shares
|
$1.38 Million
0.13% of portfolio
|
Q3 2022
Added 964.75%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
52,342
shares
|
$1.37 Million
0.48% of portfolio
|
Q4 2024
Added 283.01%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
52,260
shares
|
$1.37 Million
1.07% of portfolio
|
Q4 2024
Added 79.21%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
51,813
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
Added 451.38%
|