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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
20,561
shares
|
$551,446
0.04% of portfolio
|
Q4 2024
Added 377.61%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
20,503
shares
|
$549,890
0.04% of portfolio
|
Q4 2024
Added 275.1%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
20,478
shares
|
$549,219
0.24% of portfolio
|
Q4 2024
Added 441.6%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,393
shares
|
$546,940
0.71% of portfolio
|
Q1 2024
Added 437.93%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
20,346
shares
|
$545,679
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
20,320
shares
|
$544,982
0.28% of portfolio
|
Q4 2024
Added 300.47%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
20,264
shares
|
$543,480
0.26% of portfolio
|
Q4 2024
Added 309.95%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
20,117
shares
|
$539,537
0.17% of portfolio
|
Q1 2023
Reduced 78.6%
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
20,113
shares
|
$539,430
0.14% of portfolio
|
Q4 2024
Added 316.25%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
20,109
shares
|
$539,323
0.62% of portfolio
|
Q4 2024
Added 295.85%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
20,043
shares
|
$537,553
0.06% of portfolio
|
Q4 2024
Added 228.74%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
20,032
shares
|
$537,258
0.04% of portfolio
|
Q4 2024
Added 562.65%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
20,004
shares
|
$536,507
0.23% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
19,996
shares
|
$536,292
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
19,996
shares
|
$536,292
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
19,994
shares
|
$536,239
0.0% of portfolio
|
Q4 2024
Added 292.12%
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
19,988
shares
|
$536,078
0.24% of portfolio
|
Q4 2024
Added 299.44%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
19,904
shares
|
$533,825
0.02% of portfolio
|
Q4 2024
Added 448.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,901
shares
|
$533,744
0.0% of portfolio
|
Q3 2023
Reduced 17.19%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
19,803
shares
|
$531,116
0.11% of portfolio
|
Q4 2024
Added 300.06%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
19,760
shares
|
$529,963
0.31% of portfolio
|
Q4 2024
Added 229.88%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
19,642
shares
|
$526,798
0.22% of portfolio
|
Q4 2024
Added 132.31%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
19,605
shares
|
$525,806
0.73% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
19,536
shares
|
$523,955
0.04% of portfolio
|
Q4 2024
Added 309.05%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
19,465
shares
|
$522,051
0.05% of portfolio
|
Q4 2024
Reduced 97.76%
|