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 1,371 institutions that hold shares in the stock, with a total of 1.89 Billion shares, which have been reported (via 13F filing form) to have a value of $53.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
31,321
shares
|
$891,082
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
31,295
shares
|
$890,342
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
31,162
shares
|
$886,558
0.26% of portfolio
|
Q3 2024
Added 48.72%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
31,135
shares
|
$885,790
0.14% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
31,064
shares
|
$883,770
0.31% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
30,879
shares
|
$878,507
0.74% of portfolio
|
Q4 2024
Added 281.41%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
30,870
shares
|
$878,251
0.37% of portfolio
|
Q4 2024
Added 255.89%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
30,855
shares
|
$877,824
0.07% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
30,705
shares
|
$873,557
2.04% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
30,485
shares
|
$867,298
0.52% of portfolio
|
Q4 2024
Added 300.07%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
30,228
shares
|
$859,986
0.05% of portfolio
|
Q4 2024
Added 779.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
29,866
shares
|
$849,687
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
29,740
shares
|
$846,103
0.06% of portfolio
|
Q4 2024
Added 300.16%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
29,581
shares
|
$841,579
1.39% of portfolio
|
Q2 2022
Added 1.82%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
29,504
shares
|
$839,388
2.18% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
29,472
shares
|
$838,478
0.02% of portfolio
|
Q4 2024
Added 299.03%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
29,421
shares
|
$837,027
0.06% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
29,258
shares
|
$832,390
0.03% of portfolio
|
Q3 2024
Added 19.0%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 28, 2025 Q4 2024 |
29,195
shares
|
$830,597
0.35% of portfolio
|
Q4 2024
Added 306.45%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
29,136
shares
|
$828,919
0.19% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
29,082
shares
|
$827,382
0.03% of portfolio
|
Q4 2024
Added 856.64%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
29,005
shares
|
$825,192
0.54% of portfolio
|
Q4 2024
Added 300.46%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
28,993
shares
|
$824,850
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
28,867
shares
|
$821,266
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
28,722
shares
|
$817,140
0.31% of portfolio
|
Q4 2024
Added 297.37%
|