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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
30,980
shares
|
$810,746
0.0% of portfolio
|
Q4 2024
Added 420.41%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
30,879
shares
|
$808,103
0.74% of portfolio
|
Q4 2024
Added 281.41%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
30,870
shares
|
$807,867
0.37% of portfolio
|
Q4 2024
Added 255.89%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
30,644
shares
|
$801,953
0.05% of portfolio
|
Q4 2024
Added 241.97%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
30,485
shares
|
$797,792
0.52% of portfolio
|
Q4 2024
Added 300.07%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
30,357
shares
|
$794,442
0.0% of portfolio
|
Q4 2024
Added 331.76%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
30,228
shares
|
$791,066
0.05% of portfolio
|
Q4 2024
Added 779.23%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
30,137
shares
|
$788,685
0.01% of portfolio
|
Q4 2024
Added 657.78%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
29,992
shares
|
$784,890
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
29,983
shares
|
$784,655
0.06% of portfolio
|
Q4 2024
Added 301.11%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
29,930
shares
|
$783,268
0.97% of portfolio
|
Q4 2024
Added 309.72%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
29,740
shares
|
$778,295
0.06% of portfolio
|
Q4 2024
Added 300.16%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
29,638
shares
|
$775,626
0.12% of portfolio
|
Q4 2024
Added 297.72%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
29,590
shares
|
$774,370
0.96% of portfolio
|
Q4 2024
Added 300.68%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
29,581
shares
|
$774,134
1.39% of portfolio
|
Q2 2022
Added 1.82%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
29,504
shares
|
$772,119
2.18% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
29,472
shares
|
$771,282
0.02% of portfolio
|
Q4 2024
Added 299.03%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
29,214
shares
|
$764,530
0.21% of portfolio
|
Q4 2024
Added 322.78%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 28, 2025 Q4 2024 |
29,195
shares
|
$764,033
0.35% of portfolio
|
Q4 2024
Added 306.45%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
29,140
shares
|
$762,593
0.57% of portfolio
|
Q4 2024
Added 80.44%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
29,133
shares
|
$762,410
0.02% of portfolio
|
Q4 2024
Added 300.07%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
29,082
shares
|
$761,075
0.03% of portfolio
|
Q4 2024
Added 856.64%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
29,005
shares
|
$759,060
0.54% of portfolio
|
Q4 2024
Added 300.46%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
28,993
shares
|
$758,746
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
28,867
shares
|
$755,449
0.19% of portfolio
|
Q4 2024
New holding
|