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 |
|---|---|---|---|---|---|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
45,704
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Added 298.47%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
45,582
shares
|
$1.19 Million
0.27% of portfolio
|
Q4 2024
Added 281.79%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
44,862
shares
|
$1.17 Million
0.38% of portfolio
|
Q2 2023
Reduced 1.63%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
44,722
shares
|
$1.17 Million
0.22% of portfolio
|
Q4 2024
Added 325.07%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
44,538
shares
|
$1.17 Million
0.24% of portfolio
|
Q4 2024
Added 1792.01%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
44,437
shares
|
$1.16 Million
0.17% of portfolio
|
Q4 2024
Added 257.61%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
44,380
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
43,670
shares
|
$1.14 Million
2.17% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
43,417
shares
|
$1.14 Million
0.46% of portfolio
|
Q4 2024
Added 301.64%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
43,111
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Added 306.82%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
42,723
shares
|
$1.12 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
42,706
shares
|
$1.12 Million
1.77% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
42,669
shares
|
$1.12 Million
0.11% of portfolio
|
Q4 2024
Added 336.65%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
42,371
shares
|
$1.11 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
42,303
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Added 246.63%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
42,261
shares
|
$1.11 Million
0.12% of portfolio
|
Q4 2024
Added 297.79%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
42,258
shares
|
$1.11 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
42,140
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
42,001
shares
|
$1.1 Million
0.31% of portfolio
|
Q4 2024
Added 318.84%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
41,861
shares
|
$1.1 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
41,832
shares
|
$1.09 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
41,826
shares
|
$1.09 Million
0.17% of portfolio
|
Q4 2024
Added 294.1%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
41,738
shares
|
$1.09 Million
0.69% of portfolio
|
Q4 2024
Added 346.78%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,548
shares
|
$1.09 Million
2.06% of portfolio
|
Q1 2024
Added 10.46%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
41,081
shares
|
$1.08 Million
0.3% of portfolio
|
Q4 2024
Added 329.72%
|