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 |
|---|---|---|---|---|---|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,424
shares
|
$38,191
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
1,404
shares
|
$37,655
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
1,356
shares
|
$36,367
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,353
shares
|
$36,287
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,304
shares
|
$34,973
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,296
shares
|
$34,758
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,280
shares
|
$34,329
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
1,276
shares
|
$34,222
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,257
shares
|
$33,712
0.09% of portfolio
|
Q3 2024
Added 178.1%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
1,244
shares
|
$33,364
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,224
shares
|
$32,827
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,200
shares
|
$32,184
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
1,188
shares
|
$31,862
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,124
shares
|
$30,145
0.0% of portfolio
|
Q4 2024
Added 479.38%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,025
shares
|
$27,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,017
shares
|
$27,275
0.01% of portfolio
|
Q4 2024
Added 300.39%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$26,820
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
996
shares
|
$26,712
0.0% of portfolio
|
Q4 2024
Added 53.47%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
991
shares
|
$26,578
0.01% of portfolio
|
Q4 2024
Added 299.6%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
944
shares
|
$25,318
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
904
shares
|
$24,245
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$24,138
0.03% of portfolio
|
Q4 2022
Reduced 66.2%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
876
shares
|
$23,494
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
872
shares
|
$23,387
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
848
shares
|
$22,743
0.01% of portfolio
|
Q4 2024
Added 300.0%
|