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 |
|---|---|---|---|---|---|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
8,924
shares
|
$239,341
0.03% of portfolio
|
Q4 2024
Added 296.98%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
8,908
shares
|
$238,912
0.0% of portfolio
|
Q4 2024
Added 295.21%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,888
shares
|
$238,376
0.06% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
8,881
shares
|
$238,188
0.05% of portfolio
|
Q4 2024
Added 314.42%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
8,864
shares
|
$237,732
0.2% of portfolio
|
Q4 2024
Added 530.89%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
8,849
shares
|
$237,330
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
8,756
shares
|
$234,835
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
8,721
shares
|
$233,897
0.19% of portfolio
|
Q4 2024
Added 283.51%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
8,720
shares
|
$233,870
0.0% of portfolio
|
Q4 2024
Added 286.7%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
8,719
shares
|
$233,843
0.08% of portfolio
|
Q4 2024
Added 300.14%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
8,648
shares
|
$231,939
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,617
shares
|
$231,107
0.13% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
8,608
shares
|
$230,866
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,587
shares
|
$230,303
0.26% of portfolio
|
Q4 2022
Added 0.62%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
8,456
shares
|
$226,789
0.07% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,452
shares
|
$226,682
0.12% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,435
shares
|
$226,226
0.13% of portfolio
|
Q1 2023
Reduced 4.15%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
8,408
shares
|
$225,502
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
8,400
shares
|
$225,288
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
8,372
shares
|
$224,537
0.08% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
8,369
shares
|
$224,456
0.08% of portfolio
|
Q4 2024
Added 300.05%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
8,329
shares
|
$223,383
0.21% of portfolio
|
Q4 2024
Added 300.24%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
8,244
shares
|
$221,104
0.01% of portfolio
|
Q4 2024
Added 282.2%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
8,240
shares
|
$220,996
0.12% of portfolio
|
Q4 2022
Added 1.48%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
8,230
shares
|
$220,728
0.11% of portfolio
|
Q4 2024
Added 303.04%
|