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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
19,416
shares
|
$520,737
0.12% of portfolio
|
Q4 2023
Added 10.1%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
19,403
shares
|
$520,388
0.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
19,388
shares
|
$519,986
0.1% of portfolio
|
Q4 2024
Added 110.85%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
19,369
shares
|
$519,476
0.03% of portfolio
|
Q4 2024
Added 300.43%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
19,275
shares
|
$516,955
0.03% of portfolio
|
Q4 2024
Added 327.38%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
19,254
shares
|
$516,392
0.49% of portfolio
|
Q1 2023
Added 2.97%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
19,164
shares
|
$513,978
0.04% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
19,145
shares
|
$513,468
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
19,123
shares
|
$512,878
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
18,972
shares
|
$508,829
0.09% of portfolio
|
Q4 2024
Added 261.37%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
18,969
shares
|
$508,748
0.04% of portfolio
|
Q4 2024
Added 415.04%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
18,817
shares
|
$504,671
0.31% of portfolio
|
Q4 2024
Added 274.1%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
18,706
shares
|
$501,694
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
18,705
shares
|
$501,668
0.03% of portfolio
|
Q4 2024
Added 351.48%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
18,687
shares
|
$501,185
0.29% of portfolio
|
Q4 2024
Added 295.58%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
18,681
shares
|
$501,024
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
18,667
shares
|
$500,648
0.14% of portfolio
|
Q4 2024
Added 368.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
18,353
shares
|
$492,227
0.02% of portfolio
|
Q4 2024
Added 386.82%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
18,352
shares
|
$492,200
0.04% of portfolio
|
Q4 2024
Added 291.97%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
18,337
shares
|
$491,798
0.23% of portfolio
|
Q4 2024
Added 297.33%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
18,286
shares
|
$490,430
0.23% of portfolio
|
Q4 2024
Added 299.96%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
18,125
shares
|
$486,112
0.03% of portfolio
|
Q4 2024
Added 289.62%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
18,059
shares
|
$484,342
0.06% of portfolio
|
Q4 2024
Added 336.42%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
17,928
shares
|
$480,828
0.06% of portfolio
|
Q4 2024
Added 248.73%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
17,777
shares
|
$476,779
0.07% of portfolio
|
Q4 2024
Added 704.39%
|