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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,720
shares
|
$207,050
0.02% of portfolio
|
Q1 2023
Added 11.56%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
7,710
shares
|
$206,782
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
7,701
shares
|
$206,540
0.04% of portfolio
|
Q4 2024
Added 300.68%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
7,660
shares
|
$205,441
0.07% of portfolio
|
Q4 2024
Added 285.31%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
7,632
shares
|
$204,690
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
7,617
shares
|
$204,287
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
7,600
shares
|
$203,832
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
7,586
shares
|
$203,456
0.11% of portfolio
|
Q4 2024
Added 274.25%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
7,572
shares
|
$203,081
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
7,560
shares
|
$202,759
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
7,536
shares
|
$202,115
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
7,525
shares
|
$201,820
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,502
shares
|
$201,203
0.29% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,501
shares
|
$201,176
0.2% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
7,452
shares
|
$199,862
0.04% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
7,420
shares
|
$199,004
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
7,381
shares
|
$197,958
0.15% of portfolio
|
Q4 2024
Added 303.11%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
7,341
shares
|
$196,885
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
7,340
shares
|
$196,858
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
7,336
shares
|
$196,751
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
7,336
shares
|
$196,751
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
7,335
shares
|
$196,724
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
7,300
shares
|
$195,786
0.01% of portfolio
|
Q4 2024
Added 279.62%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
7,280
shares
|
$195,249
0.02% of portfolio
|
Q4 2024
Added 235.48%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
7,268
shares
|
$194,927
0.03% of portfolio
|
Q4 2024
New holding
|