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 |
|---|---|---|---|---|---|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
13,746
shares
|
$368,667
0.3% of portfolio
|
Q4 2024
Added 299.94%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
13,720
shares
|
$367,970
0.23% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
13,716
shares
|
$367,863
0.08% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
13,680
shares
|
$366,897
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
13,652
shares
|
$366,146
0.08% of portfolio
|
Q4 2024
Added 380.7%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
13,650
shares
|
$366,093
0.15% of portfolio
|
Q4 2024
Added 296.69%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
13,553
shares
|
$363,491
0.05% of portfolio
|
Q4 2024
Added 299.56%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
13,459
shares
|
$360,970
0.13% of portfolio
|
Q4 2024
Added 300.45%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,306
shares
|
$356,866
0.01% of portfolio
|
Q2 2022
Reduced 5.24%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
13,229
shares
|
$354,801
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
13,205
shares
|
$354,158
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
13,104
shares
|
$351,449
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
12,953
shares
|
$347,399
0.05% of portfolio
|
Q4 2024
Added 195.19%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
12,945
shares
|
$347,184
0.01% of portfolio
|
Q4 2024
Added 312.92%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
12,907
shares
|
$346,165
0.01% of portfolio
|
Q4 2024
Added 281.53%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
12,743
shares
|
$341,767
0.1% of portfolio
|
Q4 2024
Added 300.35%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
12,677
shares
|
$339,997
0.26% of portfolio
|
Q4 2024
Added 303.98%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
12,582
shares
|
$337,449
0.23% of portfolio
|
Q4 2024
Added 477.69%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Feb 14, 2025 Q4 2024 |
12,580
shares
|
$337,395
0.09% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
12,572
shares
|
$337,181
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
12,518
shares
|
$335,732
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
12,503
shares
|
$335,330
0.06% of portfolio
|
Q4 2024
Added 300.1%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
12,490
shares
|
$334,981
0.1% of portfolio
|
Q4 2024
Added 300.32%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
12,483
shares
|
$334,794
0.31% of portfolio
|
Q4 2022
Reduced 8.49%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
12,473
shares
|
$334,525
0.15% of portfolio
|
Q4 2024
Added 300.03%
|