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 |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
125,404
shares
|
$3.58 Million
0.82% of portfolio
|
Q4 2024
Added 278.5%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
124,666
shares
|
$3.56 Million
4.62% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
124,313
shares
|
$3.55 Million
1.41% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
124,237
shares
|
$3.54 Million
0.01% of portfolio
|
Q3 2024
Added 19.33%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
123,685
shares
|
$3.53 Million
2.5% of portfolio
|
Q4 2024
Added 506.54%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
123,141
shares
|
$3.51 Million
2.34% of portfolio
|
Q4 2024
Added 300.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
122,969
shares
|
$3.51 Million
0.17% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
122,726
shares
|
$3.5 Million
0.13% of portfolio
|
Q4 2024
Added 212.0%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
122,664
shares
|
$3.5 Million
1.1% of portfolio
|
Q4 2024
Added 84.12%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
120,546
shares
|
$3.44 Million
0.47% of portfolio
|
Q3 2022
Reduced 2.35%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
120,188
shares
|
$3.43 Million
0.79% of portfolio
|
Q4 2024
Added 302.52%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
119,669
shares
|
$3.41 Million
0.12% of portfolio
|
Q4 2024
Added 268.92%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
119,039
shares
|
$3.39 Million
2.39% of portfolio
|
Q4 2024
Added 280.78%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
119,031
shares
|
$3.39 Million
1.01% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
117,944
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
Added 362.16%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
116,995
shares
|
$3.34 Million
3.96% of portfolio
|
Q3 2024
Reduced 15.65%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
116,407
shares
|
$3.32 Million
0.09% of portfolio
|
Q4 2024
Added 301.82%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
115,879
shares
|
$3.3 Million
1.16% of portfolio
|
Q4 2024
Added 301.17%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
115,412
shares
|
$3.29 Million
5.2% of portfolio
|
Q3 2024
Added 35.54%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
115,246
shares
|
$3.29 Million
0.74% of portfolio
|
Q4 2024
Added 276.73%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
115,154
shares
|
$3.28 Million
1.66% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
115,030
shares
|
$3.28 Million
4.93% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
114,751
shares
|
$3.27 Million
5.21% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
113,252
shares
|
$3.23 Million
1.06% of portfolio
|
Q4 2024
Added 296.29%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
113,223
shares
|
$3.23 Million
1.04% of portfolio
|
Q4 2024
New holding
|