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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,096
shares
|
$83,034
0.01% of portfolio
|
Q4 2024
Added 1118.9%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
3,086
shares
|
$82,766
0.01% of portfolio
|
Q4 2024
Added 303.4%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
3,082
shares
|
$82,659
0.05% of portfolio
|
Q4 2024
Added 300.78%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
3,032
shares
|
$81,318
0.05% of portfolio
|
Q4 2024
Added 226.02%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
2,936
shares
|
$78,743
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
2,880
shares
|
$77,241
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,855
shares
|
$76,571
0.01% of portfolio
|
Q4 2024
Added 299.86%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,847
shares
|
$76,356
0.01% of portfolio
|
Q4 2024
Added 305.56%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
2,839
shares
|
$76,141
0.02% of portfolio
|
Q4 2024
Added 299.86%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,784
shares
|
$74,666
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,764
shares
|
$74,130
0.03% of portfolio
|
Q2 2024
Added 4.22%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
2,736
shares
|
$73,379
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,685
shares
|
$72,011
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
2,671
shares
|
$71,636
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
2,664
shares
|
$71,448
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
2,638
shares
|
$70,751
0.04% of portfolio
|
Q4 2024
Added 352.49%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,508
shares
|
$67,264
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,500
shares
|
$67,050
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
2,497
shares
|
$66,969
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
2,432
shares
|
$65,226
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
2,408
shares
|
$64,582
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
2,400
shares
|
$64,368
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
2,272
shares
|
$60,935
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
2,172
shares
|
$58,253
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
2,100
shares
|
$56,322
0.01% of portfolio
|
Q4 2024
Added 287.45%
|