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 |
|---|---|---|---|---|---|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,290,663
shares
|
$61.4 Million
13.03% of portfolio
|
Q4 2024
Added 395.25%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,237,436
shares
|
$60 Million
0.47% of portfolio
|
Q4 2024
Added 331.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,232,323
shares
|
$59.9 Million
0.53% of portfolio
|
Q4 2024
Added 291.64%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,217,000
shares
|
$59.5 Million
1.2% of portfolio
|
Q4 2024
Added 296.11%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
2,158,369
shares
|
$57.9 Million
35.71% of portfolio
|
Q4 2024
Added 309.36%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
2,139,171
shares
|
$57.4 Million
4.87% of portfolio
|
Q4 2024
Added 327.86%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
2,116,636
shares
|
$56.8 Million
2.08% of portfolio
|
Q4 2024
Added 302.19%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,999,984
shares
|
$53.6 Million
4.62% of portfolio
|
Q4 2024
Added 347.26%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
1,986,412
shares
|
$53.3 Million
0.82% of portfolio
|
Q4 2024
Added 302.63%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
1,971,311
shares
|
$52.9 Million
5.79% of portfolio
|
Q4 2024
Added 305.91%
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
1,913,968
shares
|
$51.3 Million
32.72% of portfolio
|
Q4 2024
Added 295.83%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
1,905,763
shares
|
$51.1 Million
0.79% of portfolio
|
Q4 2024
Added 286.36%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
1,901,176
shares
|
$51 Million
3.27% of portfolio
|
Q4 2024
Added 474.49%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
1,858,695
shares
|
$49.9 Million
10.22% of portfolio
|
Q4 2024
Added 278.57%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
1,834,971
shares
|
$49.2 Million
6.59% of portfolio
|
Q4 2024
Added 305.3%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,830,285
shares
|
$49.1 Million
0.01% of portfolio
|
Q4 2024
Added 316.7%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,827,102
shares
|
$49 Million
0.05% of portfolio
|
Q4 2024
Added 296.16%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1,812,328
shares
|
$48.6 Million
5.14% of portfolio
|
Q4 2024
Added 285.9%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
1,770,830
shares
|
$47.5 Million
5.87% of portfolio
|
Q4 2024
Added 278.29%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
1,765,494
shares
|
$47.4 Million
0.9% of portfolio
|
Q4 2024
Added 1291.13%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
1,755,024
shares
|
$47.1 Million
2.91% of portfolio
|
Q4 2024
Added 339.59%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
1,731,835
shares
|
$46.4 Million
4.7% of portfolio
|
Q4 2024
Added 322.96%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
1,720,426
shares
|
$46.1 Million
19.6% of portfolio
|
Q4 2024
Added 285.68%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
1,717,408
shares
|
$46.1 Million
0.59% of portfolio
|
Q4 2024
Added 349.14%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
1,708,473
shares
|
$45.8 Million
13.07% of portfolio
|
Q4 2024
Added 287.04%
|