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 |
|---|---|---|---|---|---|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
10,588
shares
|
$283,970
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
10,552
shares
|
$283,004
0.09% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,552
shares
|
$283,004
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,518
shares
|
$282,092
1.25% of portfolio
|
Q4 2023
Reduced 2.42%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
10,512
shares
|
$281,931
0.04% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
10,488
shares
|
$281,288
0.1% of portfolio
|
Q4 2024
Added 300.46%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
10,481
shares
|
$281,100
0.15% of portfolio
|
Q4 2024
Added 315.42%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
10,340
shares
|
$277,318
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
10,292
shares
|
$276,031
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
10,291
shares
|
$276,004
0.01% of portfolio
|
Q4 2024
Added 386.57%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
10,141
shares
|
$271,981
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
10,111
shares
|
$271,177
0.08% of portfolio
|
Q4 2024
Added 339.04%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
10,053
shares
|
$269,621
0.03% of portfolio
|
Q4 2024
Added 282.1%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
10,000
shares
|
$268,200
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
10,000
shares
|
$268,200
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
9,945
shares
|
$266,724
0.02% of portfolio
|
Q4 2024
Added 354.73%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,941
shares
|
$266,617
0.13% of portfolio
|
Q3 2023
Added 6.94%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
9,936
shares
|
$266,483
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
9,920
shares
|
$266,054
0.06% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
9,908
shares
|
$265,732
0.08% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
9,884
shares
|
$265,088
0.05% of portfolio
|
Q4 2024
Added 306.58%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
9,874
shares
|
$264,820
0.08% of portfolio
|
Q4 2024
Added 300.08%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
9,858
shares
|
$264,391
0.03% of portfolio
|
Q4 2024
Added 401.68%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
9,844
shares
|
$264,016
0.05% of portfolio
|
Q4 2024
Added 292.82%
|
|
|
Check Capital Management Inc
|
Jan 30, 2025 Q4 2024 |
9,800
shares
|
$262,836
0.01% of portfolio
|
Q4 2024
Added 300.0%
|