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 |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
28,855
shares
|
$755,135
0.49% of portfolio
|
Q4 2024
Added 311.92%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
28,722
shares
|
$751,654
0.31% of portfolio
|
Q4 2024
Added 297.37%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
28,449
shares
|
$744,510
0.51% of portfolio
|
Q4 2024
Added 298.39%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
28,316
shares
|
$741,029
0.42% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
28,307
shares
|
$740,794
1.04% of portfolio
|
Q4 2024
Added 295.46%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
28,288
shares
|
$740,296
0.01% of portfolio
|
Q4 2024
Added 342.21%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
28,134
shares
|
$736,266
0.3% of portfolio
|
Q4 2024
Added 285.87%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
28,076
shares
|
$734,748
0.06% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
28,008
shares
|
$732,969
0.07% of portfolio
|
Q4 2024
Added 297.22%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
28,003
shares
|
$732,838
0.17% of portfolio
|
Q4 2024
Added 85.4%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
27,985
shares
|
$732,367
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
27,942
shares
|
$731,242
0.3% of portfolio
|
Q4 2024
Added 182.67%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
27,863
shares
|
$729,174
0.08% of portfolio
|
Q4 2024
Added 270.17%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
27,832
shares
|
$728,363
0.15% of portfolio
|
Q4 2024
Added 296.02%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
27,806
shares
|
$727,683
0.05% of portfolio
|
Q4 2024
Added 292.08%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
27,330
shares
|
$715,226
0.2% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
27,249
shares
|
$713,106
0.45% of portfolio
|
Q4 2024
Added 284.44%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
27,196
shares
|
$711,719
0.58% of portfolio
|
Q4 2024
Added 300.06%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
27,145
shares
|
$710,384
0.22% of portfolio
|
Q4 2024
Added 297.26%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
27,144
shares
|
$710,358
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
26,995
shares
|
$706,459
0.47% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
26,962
shares
|
$705,595
0.11% of portfolio
|
Q4 2024
Added 287.72%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
26,855
shares
|
$702,795
0.06% of portfolio
|
Q4 2024
Added 299.99%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
26,806
shares
|
$701,513
0.29% of portfolio
|
Q4 2024
Added 330.76%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
26,563
shares
|
$695,153
0.33% of portfolio
|
Q4 2024
Added 300.17%
|