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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
24,660
shares
|
$700,837
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
24,647
shares
|
$700,467
0.01% of portfolio
|
Q4 2024
Added 336.23%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
24,505
shares
|
$696,432
0.2% of portfolio
|
Q4 2024
Added 324.92%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
24,431
shares
|
$694,329
0.01% of portfolio
|
Q4 2024
Added 326.3%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
24,421
shares
|
$694,044
0.08% of portfolio
|
Q4 2024
Added 297.74%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
24,148
shares
|
$686,286
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
23,927
shares
|
$680,005
0.47% of portfolio
|
Q4 2024
Added 301.73%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
23,915
shares
|
$679,664
0.01% of portfolio
|
Q4 2024
Added 200.89%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
23,897
shares
|
$679,152
0.01% of portfolio
|
Q4 2024
Added 307.24%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
23,884
shares
|
$678,783
0.19% of portfolio
|
Q4 2024
Added 1094.2%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
23,832
shares
|
$677,305
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
23,815
shares
|
$676,822
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
23,752
shares
|
$675,031
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
23,718
shares
|
$674,065
0.12% of portfolio
|
Q4 2024
Added 228.87%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
23,611
shares
|
$671,024
0.4% of portfolio
|
Q4 2024
Added 415.19%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
23,570
shares
|
$669,859
0.02% of portfolio
|
Q4 2024
Added 387.08%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
23,556
shares
|
$669,461
0.18% of portfolio
|
Q4 2024
Added 101.08%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
23,403
shares
|
$665,113
0.02% of portfolio
|
Q4 2024
Added 516.19%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
23,345
shares
|
$663,464
0.31% of portfolio
|
Q4 2024
Added 366.06%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
23,230
shares
|
$660,196
0.09% of portfolio
|
Q4 2024
Added 268.38%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
23,063
shares
|
$655,450
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
22,666
shares
|
$644,167
0.05% of portfolio
|
Q4 2024
Added 238.96%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
22,635
shares
|
$643,286
0.01% of portfolio
|
Q4 2024
Added 562.81%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
22,556
shares
|
$641,041
0.08% of portfolio
|
Q4 2024
Added 289.64%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
22,454
shares
|
$638,142
1.52% of portfolio
|
Q3 2024
Added 7.24%
|