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 |
|---|---|---|---|---|---|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
17,717
shares
|
$475,169
0.07% of portfolio
|
Q4 2024
Added 383.54%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
17,653
shares
|
$473,453
0.24% of portfolio
|
Q4 2024
Added 335.34%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
17,569
shares
|
$471,200
0.02% of portfolio
|
Q4 2024
Added 300.02%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
17,527
shares
|
$470,074
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
17,436
shares
|
$467,633
0.08% of portfolio
|
Q4 2024
Added 300.46%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
17,200
shares
|
$461,304
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
17,165
shares
|
$460,365
0.26% of portfolio
|
Q4 2024
Added 300.02%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
17,152
shares
|
$460,016
0.02% of portfolio
|
Q4 2024
Added 315.6%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
17,143
shares
|
$459,775
0.1% of portfolio
|
Q4 2024
Added 306.52%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
17,024
shares
|
$456,583
0.26% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
16,953
shares
|
$454,679
0.09% of portfolio
|
Q4 2024
Added 165.6%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
16,936
shares
|
$454,223
0.02% of portfolio
|
Q4 2024
Added 313.58%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
16,933
shares
|
$454,143
0.17% of portfolio
|
Q4 2024
Added 477.52%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
16,780
shares
|
$450,039
0.11% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
16,688
shares
|
$447,572
0.09% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
16,680
shares
|
$447,357
0.27% of portfolio
|
Q4 2024
Added 352.03%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
16,655
shares
|
$446,687
0.18% of portfolio
|
Q4 2024
Added 294.2%
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
16,566
shares
|
$444,300
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
16,564
shares
|
$444,246
0.18% of portfolio
|
Q4 2024
Added 346.59%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
16,535
shares
|
$443,468
0.01% of portfolio
|
Q4 2024
Added 299.98%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16,520
shares
|
$443,066
0.07% of portfolio
|
Q4 2024
Added 285.89%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
16,371
shares
|
$439,070
0.01% of portfolio
|
Q4 2024
Added 868.13%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
16,253
shares
|
$435,905
0.32% of portfolio
|
Q4 2024
Added 433.94%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
16,188
shares
|
$434,162
0.23% of portfolio
|
Q4 2022
Added 3.94%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
16,123
shares
|
$432,418
0.37% of portfolio
|
Q4 2024
Added 300.37%
|