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 |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
55,508
shares
|
$1.58 Million
1.42% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
54,386
shares
|
$1.55 Million
0.09% of portfolio
|
Q4 2024
Added 299.54%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
54,100
shares
|
$1.54 Million
0.49% of portfolio
|
Q3 2024
Reduced 13.19%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
53,715
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2024
Added 302.15%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
53,703
shares
|
$1.53 Million
0.53% of portfolio
|
Q4 2024
Added 298.24%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
53,349
shares
|
$1.52 Million
0.8% of portfolio
|
Q4 2024
Added 293.37%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
52,854
shares
|
$1.5 Million
0.13% of portfolio
|
Q3 2022
Added 964.75%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
52,493
shares
|
$1.49 Million
3.17% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
52,376
shares
|
$1.49 Million
4.65% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
52,342
shares
|
$1.49 Million
0.48% of portfolio
|
Q4 2024
Added 283.01%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
52,260
shares
|
$1.49 Million
1.07% of portfolio
|
Q4 2024
Added 79.21%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
51,813
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
Added 451.38%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
51,735
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
51,428
shares
|
$1.46 Million
0.33% of portfolio
|
Q4 2024
Added 300.44%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
51,357
shares
|
$1.46 Million
0.08% of portfolio
|
Q4 2024
Added 604.97%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
50,648
shares
|
$1.44 Million
0.26% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
50,048
shares
|
$1.42 Million
0.41% of portfolio
|
Q4 2024
Added 381.0%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
49,729
shares
|
$1.41 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
49,688
shares
|
$1.41 Million
0.89% of portfolio
|
Q4 2024
Added 249.4%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
49,614
shares
|
$1.41 Million
0.2% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
49,337
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Added 370.68%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
48,757
shares
|
$1.39 Million
0.17% of portfolio
|
Q4 2024
Added 393.79%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
48,353
shares
|
$1.38 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
47,481
shares
|
$1.35 Million
3.54% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
46,911
shares
|
$1.33 Million
1.6% of portfolio
|
Q4 2024
Added 310.67%
|