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 |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
8,175
shares
|
$219,253
0.04% of portfolio
|
Q4 2024
Added 295.12%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
8,161
shares
|
$218,878
0.18% of portfolio
|
Q4 2024
Added 294.82%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
8,124
shares
|
$217,885
0.02% of portfolio
|
Q4 2024
Added 300.39%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
8,120
shares
|
$217,778
0.02% of portfolio
|
Q4 2024
Added 288.15%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
8,093
shares
|
$217,054
0.1% of portfolio
|
Q4 2024
Added 300.05%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
8,076
shares
|
$216,598
0.1% of portfolio
|
Q4 2024
Added 238.33%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
8,060
shares
|
$216,169
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
8,027
shares
|
$215,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
8,008
shares
|
$214,774
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
8,004
shares
|
$214,667
0.01% of portfolio
|
Q4 2024
Reduced 51.84%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
7,968
shares
|
$213,701
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
7,939
shares
|
$212,923
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
7,925
shares
|
$212,548
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7,896
shares
|
$211,770
0.1% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
7,888
shares
|
$211,556
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
7,866
shares
|
$210,966
0.02% of portfolio
|
Q4 2024
Added 299.9%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
7,855
shares
|
$210,671
0.07% of portfolio
|
Q4 2024
Added 187.83%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
7,812
shares
|
$209,517
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
7,800
shares
|
$209,196
0.01% of portfolio
|
Q4 2024
Added 262.79%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
7,796
shares
|
$209,088
0.04% of portfolio
|
Q4 2024
Added 305.2%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
7,772
shares
|
$208,445
0.0% of portfolio
|
Q4 2024
Added 75.4%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
7,760
shares
|
$208,123
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,745
shares
|
$207,720
0.21% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
7,723
shares
|
$207,130
0.04% of portfolio
|
Q4 2024
Added 146.03%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
7,720
shares
|
$207,050
0.01% of portfolio
|
Q4 2024
Added 300.0%
|