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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
12,341
shares
|
$330,985
0.76% of portfolio
|
Q4 2024
Added 184.42%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
12,318
shares
|
$330,368
0.01% of portfolio
|
Q4 2024
Added 300.32%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,257
shares
|
$328,732
0.15% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
12,182
shares
|
$326,721
0.01% of portfolio
|
Q4 2024
Added 300.33%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,151
shares
|
$325,889
0.0% of portfolio
|
Q2 2023
Added 6.37%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
12,080
shares
|
$323,985
0.18% of portfolio
|
Q4 2024
Added 248.23%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
11,983
shares
|
$321,384
0.16% of portfolio
|
Q4 2024
Added 300.37%
|
|
|
Ted Buchan & CO
San Diego, CA |
Feb 12, 2025 Q4 2024 |
11,976
shares
|
$321,196
0.16% of portfolio
|
Q4 2024
Added 410.92%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,963
shares
|
$320,847
0.06% of portfolio
|
Q2 2022
Reduced 1.51%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
11,876
shares
|
$318,514
0.25% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,801
shares
|
$316,502
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,721
shares
|
$314,357
0.03% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
11,668
shares
|
$312,935
0.01% of portfolio
|
Q4 2024
Added 117.89%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
11,619
shares
|
$311,621
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
11,591
shares
|
$310,870
0.07% of portfolio
|
Q4 2024
Added 356.7%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
11,584
shares
|
$310,682
2.94% of portfolio
|
Q3 2023
Reduced 95.77%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
11,552
shares
|
$309,824
0.36% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
11,537
shares
|
$309,422
0.12% of portfolio
|
Q4 2024
Added 300.03%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
11,520
shares
|
$308,966
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
11,493
shares
|
$308,242
0.05% of portfolio
|
Q4 2024
Added 426.24%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
11,480
shares
|
$307,893
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
11,371
shares
|
$304,970
0.09% of portfolio
|
Q4 2024
Added 313.04%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
11,307
shares
|
$303,253
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
11,240
shares
|
$301,456
0.08% of portfolio
|
Q4 2024
Added 299.72%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
11,171
shares
|
$299,606
0.06% of portfolio
|
Q4 2024
Added 300.39%
|