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 1,475 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 $57.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
161,337
shares
|
$4.1 Million
0.26% of portfolio
|
Q4 2024
Added 415.16%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
160,838
shares
|
$4.09 Million
2.5% of portfolio
|
Q4 2024
Added 302.46%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
160,197
shares
|
$4.07 Million
0.35% of portfolio
|
Q4 2024
Added 280.99%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
160,109
shares
|
$4.07 Million
0.04% of portfolio
|
Q3 2022
Added 1.0%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
160,052
shares
|
$4.07 Million
0.01% of portfolio
|
Q4 2024
Added 287.81%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
159,491
shares
|
$4.06 Million
1.7% of portfolio
|
Q4 2024
Added 280.66%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
159,187
shares
|
$4.05 Million
2.09% of portfolio
|
Q4 2024
Added 291.83%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
159,186
shares
|
$4.05 Million
0.12% of portfolio
|
Q4 2024
Added 332.84%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
158,739
shares
|
$4.04 Million
1.0% of portfolio
|
Q4 2024
Added 252.26%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
158,447
shares
|
$4.03 Million
0.09% of portfolio
|
Q4 2024
Added 112.09%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
157,733
shares
|
$4.01 Million
2.4% of portfolio
|
Q4 2024
Added 299.59%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
156,576
shares
|
$3.98 Million
3.23% of portfolio
|
Q4 2024
Added 358.92%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
155,079
shares
|
$3.94 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
|
$3.92 Million
3.21% of portfolio
|
Q4 2024
Added 449.18%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
153,141
shares
|
$3.89 Million
0.33% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
152,393
shares
|
$3.88 Million
2.25% of portfolio
|
Q4 2024
Added 298.89%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
151,470
shares
|
$3.85 Million
0.5% of portfolio
|
Q4 2024
Added 276.44%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
151,123
shares
|
$3.84 Million
3.41% of portfolio
|
Q4 2024
Added 353.16%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
149,973
shares
|
$3.81 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
148,044
shares
|
$3.76 Million
0.7% of portfolio
|
Q4 2024
Added 307.7%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
147,039
shares
|
$3.74 Million
0.97% of portfolio
|
Q4 2024
Added 301.86%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
145,922
shares
|
$3.71 Million
0.67% of portfolio
|
Q4 2024
Added 305.23%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
145,888
shares
|
$3.71 Million
0.07% of portfolio
|
Q4 2024
Added 1152.04%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
145,801
shares
|
$3.71 Million
2.65% of portfolio
|
Q4 2024
Added 305.57%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
145,800
shares
|
$3.71 Million
0.86% of portfolio
|
Q4 2024
Added 300.0%
|