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 |
|---|---|---|---|---|---|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
9,751
shares
|
$261,521
0.31% of portfolio
|
Q4 2024
Added 935.14%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
9,696
shares
|
$260,046
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
9,606
shares
|
$257,632
0.09% of portfolio
|
Q4 2024
Added 293.04%
|
|
|
Riverstone Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
9,560
shares
|
$256,399
0.15% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
9,522
shares
|
$255,380
0.03% of portfolio
|
Q4 2024
Added 18.52%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
9,516
shares
|
$255,219
0.04% of portfolio
|
Q4 2024
Added 273.18%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
9,484
shares
|
$254,360
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
9,457
shares
|
$253,636
0.16% of portfolio
|
Q4 2024
Added 300.04%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,411
shares
|
$252,403
0.02% of portfolio
|
Q4 2024
Added 337.31%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
9,382
shares
|
$251,625
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
9,376
shares
|
$251,464
0.09% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
9,299
shares
|
$249,399
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
9,235
shares
|
$247,682
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,208
shares
|
$246,958
0.04% of portfolio
|
Q4 2024
Added 304.57%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,198
shares
|
$246,690
0.09% of portfolio
|
Q4 2024
Added 214.35%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,185
shares
|
$246,341
0.04% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
9,184
shares
|
$246,314
0.01% of portfolio
|
Q4 2024
Added 319.36%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
9,137
shares
|
$245,054
0.05% of portfolio
|
Q4 2024
Added 300.04%
|
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
9,040
shares
|
$242,452
0.1% of portfolio
|
Q4 2024
Added 295.97%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
9,032
shares
|
$242,238
0.03% of portfolio
|
Q4 2024
Added 326.84%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
9,008
shares
|
$241,594
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
8,995
shares
|
$241,245
0.05% of portfolio
|
Q4 2024
Added 299.78%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
8,984
shares
|
$240,950
0.11% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
8,955
shares
|
$240,173
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,946
shares
|
$239,931
0.04% of portfolio
|
Q4 2022
Reduced 70.8%
|