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 1,396 institutions that hold shares in the stock, with a total of 1.97 Billion shares, which have been reported (via 13F filing form) to have a value of $56.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
27,832
shares
|
$790,985
0.15% of portfolio
|
Q4 2024
Added 296.02%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
27,806
shares
|
$790,246
0.05% of portfolio
|
Q4 2024
Added 292.08%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
27,330
shares
|
$776,718
0.2% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
27,196
shares
|
$772,910
0.58% of portfolio
|
Q4 2024
Added 300.06%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
27,145
shares
|
$771,460
0.22% of portfolio
|
Q4 2024
Added 297.26%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
27,053
shares
|
$768,846
0.26% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
26,995
shares
|
$767,197
0.47% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
26,962
shares
|
$766,260
0.11% of portfolio
|
Q4 2024
Added 287.72%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
26,855
shares
|
$763,219
0.06% of portfolio
|
Q4 2024
Added 299.99%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
26,806
shares
|
$761,826
0.29% of portfolio
|
Q4 2024
Added 330.76%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
26,697
shares
|
$758,728
1.0% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
26,563
shares
|
$754,920
0.33% of portfolio
|
Q4 2024
Added 300.17%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
26,491
shares
|
$752,874
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
26,439
shares
|
$751,396
0.03% of portfolio
|
Q3 2023
Reduced 5.48%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
26,350
shares
|
$748,867
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
26,069
shares
|
$740,880
0.03% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
25,558
shares
|
$726,358
0.69% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
25,558
shares
|
$726,358
0.42% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
25,395
shares
|
$721,725
0.07% of portfolio
|
Q4 2024
Added 300.36%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
25,289
shares
|
$718,713
0.35% of portfolio
|
Q4 2024
Added 307.95%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
25,272
shares
|
$718,230
0.03% of portfolio
|
Q4 2024
Added 247.24%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
24,838
shares
|
$705,895
0.22% of portfolio
|
Q4 2024
Added 291.21%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
24,825
shares
|
$705,526
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
|
$705,355
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
24,734
shares
|
$702,940
0.85% of portfolio
|
Q3 2024
Added 0.68%
|