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 |
|---|---|---|---|---|---|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
26,491
shares
|
$693,269
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
26,439
shares
|
$691,908
0.03% of portfolio
|
Q3 2023
Reduced 5.48%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,400
shares
|
$690,888
0.01% of portfolio
|
Q4 2024
Added 299.39%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
26,350
shares
|
$689,579
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
25,921
shares
|
$678,352
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
25,395
shares
|
$664,587
0.07% of portfolio
|
Q4 2024
Added 300.36%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
25,289
shares
|
$661,813
0.35% of portfolio
|
Q4 2024
Added 307.95%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
25,280
shares
|
$661,577
0.31% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
25,272
shares
|
$661,368
0.03% of portfolio
|
Q4 2024
Added 247.24%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
25,233
shares
|
$660,347
0.46% of portfolio
|
Q4 2024
Added 331.63%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
24,838
shares
|
$650,010
0.22% of portfolio
|
Q4 2024
Added 291.21%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
24,825
shares
|
$649,670
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
24,647
shares
|
$645,011
0.01% of portfolio
|
Q4 2024
Added 336.23%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
24,505
shares
|
$641,295
0.2% of portfolio
|
Q4 2024
Added 324.92%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
24,431
shares
|
$639,359
0.01% of portfolio
|
Q4 2024
Added 326.3%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
24,421
shares
|
$639,097
0.08% of portfolio
|
Q4 2024
Added 297.74%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
24,148
shares
|
$631,953
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
24,037
shares
|
$629,048
0.0% of portfolio
|
Q4 2024
Added 297.63%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
23,927
shares
|
$626,169
0.47% of portfolio
|
Q4 2024
Added 301.73%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
23,915
shares
|
$625,855
0.01% of portfolio
|
Q4 2024
Added 200.89%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
23,898
shares
|
$625,410
0.12% of portfolio
|
Q4 2024
Added 299.97%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
23,897
shares
|
$625,384
0.01% of portfolio
|
Q4 2024
Added 307.24%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
23,884
shares
|
$625,044
0.19% of portfolio
|
Q4 2024
Added 1094.2%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
23,832
shares
|
$623,683
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
23,815
shares
|
$623,238
0.54% of portfolio
|
Q4 2024
New holding
|