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 |
|---|---|---|---|---|---|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
26,350
shares
|
$749,657
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
26,069
shares
|
$741,663
0.03% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
25,697
shares
|
$731,079
2.56% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
25,558
shares
|
$727,125
0.69% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
25,558
shares
|
$727,125
0.42% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
25,395
shares
|
$722,487
0.07% of portfolio
|
Q4 2024
Added 300.36%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
24,838
shares
|
$706,641
0.22% of portfolio
|
Q4 2024
Added 291.21%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
24,825
shares
|
$706,271
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
24,819
shares
|
$706,100
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
24,734
shares
|
$703,682
0.85% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
24,660
shares
|
$701,577
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
24,647
shares
|
$701,207
0.01% of portfolio
|
Q4 2024
Added 336.23%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
24,505
shares
|
$697,167
0.2% of portfolio
|
Q4 2024
Added 324.92%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
24,457
shares
|
$695,801
2.18% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
24,421
shares
|
$694,777
0.08% of portfolio
|
Q4 2024
Added 297.74%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
24,148
shares
|
$687,010
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
24,007
shares
|
$682,999
0.14% of portfolio
|
Q3 2024
Added 25.35%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
23,927
shares
|
$680,723
0.47% of portfolio
|
Q4 2024
Added 301.73%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
23,915
shares
|
$680,381
0.01% of portfolio
|
Q4 2024
Added 200.89%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
23,897
shares
|
$679,869
0.01% of portfolio
|
Q4 2024
Added 307.24%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
23,884
shares
|
$679,499
0.19% of portfolio
|
Q4 2024
Added 1094.2%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
23,832
shares
|
$678,020
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
23,815
shares
|
$677,536
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
23,752
shares
|
$675,744
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
23,718
shares
|
$674,777
0.12% of portfolio
|
Q4 2024
Added 228.87%
|