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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
7,246
shares
|
$194,337
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
7,216
shares
|
$193,533
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
7,208
shares
|
$193,318
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
7,200
shares
|
$193,104
0.04% of portfolio
|
Q4 2024
Added 242.86%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
7,196
shares
|
$192,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
7,182
shares
|
$192,621
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
7,028
shares
|
$188,490
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,920
shares
|
$185,594
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
6,828
shares
|
$183,126
0.01% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
6,824
shares
|
$183,019
0.03% of portfolio
|
Q4 2024
Added 174.61%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
6,628
shares
|
$177,762
0.6% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
6,616
shares
|
$177,441
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
6,580
shares
|
$176,475
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,385
shares
|
$171,245
0.06% of portfolio
|
Q4 2024
Added 120.86%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
6,336
shares
|
$169,931
0.0% of portfolio
|
Q4 2024
Added 1071.16%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,272
shares
|
$168,215
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,155
shares
|
$165,077
0.01% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
6,110
shares
|
$163,870
0.45% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,903
shares
|
$158,318
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,885
shares
|
$157,835
0.03% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
5,823
shares
|
$156,172
0.35% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
5,784
shares
|
$155,126
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
5,756
shares
|
$154,375
0.04% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
5,707
shares
|
$153,061
0.29% of portfolio
|
Q2 2023
Reduced 45.83%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,636
shares
|
$151,157
0.39% of portfolio
|
Q3 2024
Added 0.12%
|