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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
45,713
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2024
Added 210.55%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
45,692
shares
|
$1.3 Million
0.45% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
45,582
shares
|
$1.3 Million
0.27% of portfolio
|
Q4 2024
Added 281.79%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
44,862
shares
|
$1.28 Million
0.38% of portfolio
|
Q2 2023
Reduced 1.63%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
44,722
shares
|
$1.27 Million
0.22% of portfolio
|
Q4 2024
Added 325.07%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
44,538
shares
|
$1.27 Million
0.24% of portfolio
|
Q4 2024
Added 1792.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
43,971
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
43,670
shares
|
$1.24 Million
2.17% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
43,604
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 19.72%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
43,417
shares
|
$1.24 Million
0.46% of portfolio
|
Q4 2024
Added 301.64%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
43,170
shares
|
$1.23 Million
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
42,798
shares
|
$1.22 Million
0.12% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
42,706
shares
|
$1.21 Million
1.77% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
42,669
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
Added 336.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
42,559
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
42,258
shares
|
$1.2 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
42,025
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
42,001
shares
|
$1.19 Million
0.31% of portfolio
|
Q4 2024
Added 318.84%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
41,861
shares
|
$1.19 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
41,826
shares
|
$1.19 Million
0.17% of portfolio
|
Q4 2024
Added 294.1%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,548
shares
|
$1.18 Million
2.06% of portfolio
|
Q1 2024
Added 10.46%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
41,434
shares
|
$1.18 Million
1.98% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
41,433
shares
|
$1.18 Million
0.88% of portfolio
|
Q3 2024
Added 62.67%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
41,271
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 80.93%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
40,510
shares
|
$1.15 Million
0.3% of portfolio
|
Q4 2024
Added 174.25%
|