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 |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
5,636
shares
|
$151,157
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
5,600
shares
|
$150,192
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,572
shares
|
$149,441
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,572
shares
|
$149,441
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
5,487
shares
|
$147,161
0.01% of portfolio
|
Q4 2024
Added 506.3%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
5,475
shares
|
$146,839
0.01% of portfolio
|
Q4 2024
Added 300.51%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
5,460
shares
|
$146,437
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
5,436
shares
|
$145,793
0.01% of portfolio
|
Q4 2024
Added 12254.55%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
5,376
shares
|
$144,184
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,170
shares
|
$138,659
0.89% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
5,040
shares
|
$135,172
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
5,027
shares
|
$134,824
0.0% of portfolio
|
Q4 2024
Added 302.16%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
4,930
shares
|
$132,222
0.07% of portfolio
|
Q4 2022
Reduced 1.71%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,922
shares
|
$132,008
0.01% of portfolio
|
Q4 2024
Added 302.78%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
4,909
shares
|
$131,659
0.24% of portfolio
|
Q2 2022
Reduced 8.07%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
4,897
shares
|
$131,337
0.01% of portfolio
|
Q4 2024
Added 300.41%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4,880
shares
|
$130,881
0.01% of portfolio
|
Q4 2024
Added 146.46%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
4,756
shares
|
$127,555
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
4,752
shares
|
$127,448
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
4,718
shares
|
$126,536
0.0% of portfolio
|
Q4 2024
Added 170.84%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,652
shares
|
$124,766
0.01% of portfolio
|
Q4 2024
Added 302.77%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
4,608
shares
|
$123,586
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
4,548
shares
|
$121,977
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,507
shares
|
$120,877
0.06% of portfolio
|
Q2 2023
Added 7.16%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
4,491
shares
|
$120,448
0.05% of portfolio
|
Q4 2024
Added 327.31%
|