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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
14,744
shares
|
$395,434
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
14,712
shares
|
$394,575
0.28% of portfolio
|
Q4 2024
Added 293.58%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Feb 13, 2025 Q4 2024 |
14,666
shares
|
$393,342
0.24% of portfolio
|
Q4 2024
Added 286.56%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
14,655
shares
|
$393,047
0.07% of portfolio
|
Q4 2024
Added 301.84%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
14,613
shares
|
$391,920
0.25% of portfolio
|
Q4 2024
Added 300.03%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
14,602
shares
|
$391,625
0.04% of portfolio
|
Q4 2024
Added 299.95%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
14,569
shares
|
$390,740
0.05% of portfolio
|
Q4 2024
Added 332.83%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
14,526
shares
|
$389,587
0.1% of portfolio
|
Q3 2024
Added 319.83%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
14,480
shares
|
$388,353
0.24% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
14,424
shares
|
$386,851
0.05% of portfolio
|
Q4 2024
Added 208.47%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
14,400
shares
|
$386,208
0.08% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
14,340
shares
|
$384,598
0.06% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
14,328
shares
|
$384,276
0.16% of portfolio
|
Q4 2024
Added 339.91%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
14,221
shares
|
$381,407
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
14,100
shares
|
$378,162
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
14,100
shares
|
$378,162
0.13% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
14,052
shares
|
$376,874
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
14,040
shares
|
$376,552
0.27% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
13,948
shares
|
$374,085
0.15% of portfolio
|
Q4 2024
Added 294.35%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
13,934
shares
|
$373,709
0.03% of portfolio
|
Q4 2024
Added 392.02%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
13,848
shares
|
$371,403
0.0% of portfolio
|
Q4 2024
Added 281.8%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
13,831
shares
|
$370,947
0.02% of portfolio
|
Q4 2024
Added 304.06%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
13,794
shares
|
$369,955
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
13,765
shares
|
$369,177
0.07% of portfolio
|
Q4 2024
Added 300.38%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
13,758
shares
|
$368,989
0.08% of portfolio
|
Q4 2022
Reduced 2.15%
|