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 1,380 institutions that hold shares in the stock, with a total of 1.91 Billion shares, which have been reported (via 13F filing form) to have a value of $54.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grant
|
Jan 15, 2025 Q4 2024 |
160,838
shares
|
$4.59 Million
2.5% of portfolio
|
Q4 2024
Added 302.46%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
160,541
shares
|
$4.58 Million
4.21% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
160,109
shares
|
$4.57 Million
0.04% of portfolio
|
Q3 2022
Added 1.0%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
159,491
shares
|
$4.55 Million
1.7% of portfolio
|
Q4 2024
Added 280.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
159,313
shares
|
$4.54 Million
0.53% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
159,187
shares
|
$4.54 Million
2.09% of portfolio
|
Q4 2024
Added 291.83%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
159,186
shares
|
$4.54 Million
0.12% of portfolio
|
Q4 2024
Added 332.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
159,146
shares
|
$4.54 Million
0.48% of portfolio
|
Q3 2024
Added 86.1%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
158,739
shares
|
$4.53 Million
1.0% of portfolio
|
Q4 2024
Added 252.26%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
158,447
shares
|
$4.52 Million
0.09% of portfolio
|
Q4 2024
Added 112.09%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
158,069
shares
|
$4.51 Million
1.32% of portfolio
|
Q3 2024
Reduced 10.62%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
157,733
shares
|
$4.5 Million
2.4% of portfolio
|
Q4 2024
Added 299.59%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
156,576
shares
|
$4.47 Million
3.23% of portfolio
|
Q4 2024
Added 358.92%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
155,079
shares
|
$4.42 Million
1.32% of portfolio
|
Q4 2024
Added 330.56%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
154,204
shares
|
$4.4 Million
3.21% of portfolio
|
Q4 2024
Added 449.18%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
153,141
shares
|
$4.37 Million
0.33% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
151,470
shares
|
$4.32 Million
0.5% of portfolio
|
Q4 2024
Added 276.44%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
151,123
shares
|
$4.31 Million
3.41% of portfolio
|
Q4 2024
Added 353.16%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
148,044
shares
|
$4.22 Million
0.7% of portfolio
|
Q4 2024
Added 307.7%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
145,922
shares
|
$4.16 Million
0.67% of portfolio
|
Q4 2024
Added 305.23%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
145,888
shares
|
$4.16 Million
0.07% of portfolio
|
Q4 2024
Added 1152.04%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
145,801
shares
|
$4.16 Million
2.65% of portfolio
|
Q4 2024
Added 305.57%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
145,800
shares
|
$4.16 Million
0.86% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
145,388
shares
|
$4.15 Million
0.98% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
144,792
shares
|
$4.13 Million
4.88% of portfolio
|
Q3 2024
Added 0.5%
|