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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
28,619
shares
|
$814,210
0.06% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
28,587
shares
|
$813,300
0.11% of portfolio
|
Q3 2024
Added 306.01%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
28,449
shares
|
$809,374
0.51% of portfolio
|
Q4 2024
Added 298.39%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
28,354
shares
|
$806,671
0.67% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
28,324
shares
|
$805,817
1.27% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
28,316
shares
|
$805,590
0.42% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
28,288
shares
|
$804,793
0.01% of portfolio
|
Q4 2024
Added 342.21%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
28,134
shares
|
$800,412
0.3% of portfolio
|
Q4 2024
Added 285.87%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
28,076
shares
|
$798,762
0.06% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
28,008
shares
|
$796,827
0.07% of portfolio
|
Q4 2024
Added 297.22%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
27,985
shares
|
$796,173
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
27,863
shares
|
$792,702
0.08% of portfolio
|
Q4 2024
Added 270.17%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
27,855
shares
|
$792,474
2.32% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
27,832
shares
|
$791,820
0.15% of portfolio
|
Q4 2024
Added 296.02%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
27,806
shares
|
$791,080
0.05% of portfolio
|
Q4 2024
Added 292.08%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
27,330
shares
|
$777,538
0.2% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
27,196
shares
|
$773,726
0.58% of portfolio
|
Q4 2024
Added 300.06%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
27,145
shares
|
$772,275
0.22% of portfolio
|
Q4 2024
Added 297.26%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
27,053
shares
|
$769,657
0.26% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
26,995
shares
|
$768,007
0.47% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
26,962
shares
|
$767,068
0.11% of portfolio
|
Q4 2024
Added 287.72%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
26,806
shares
|
$762,630
0.29% of portfolio
|
Q4 2024
Added 330.76%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
26,697
shares
|
$759,529
1.0% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
26,563
shares
|
$755,717
0.33% of portfolio
|
Q4 2024
Added 300.17%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
26,439
shares
|
$752,189
0.03% of portfolio
|
Q3 2023
Reduced 5.48%
|