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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
19,605
shares
|
$557,762
0.73% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
19,536
shares
|
$555,799
0.04% of portfolio
|
Q4 2024
Added 309.05%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
19,465
shares
|
$553,779
0.05% of portfolio
|
Q4 2024
Reduced 97.76%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
19,416
shares
|
$552,385
0.12% of portfolio
|
Q4 2023
Added 10.1%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
19,403
shares
|
$552,015
0.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
19,388
shares
|
$551,588
0.1% of portfolio
|
Q4 2024
Added 110.85%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
19,377
shares
|
$551,275
0.29% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
19,370
shares
|
$551,076
0.0% of portfolio
|
Q3 2024
Reduced 73.2%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
19,369
shares
|
$551,048
0.03% of portfolio
|
Q4 2024
Added 300.43%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
19,263
shares
|
$548,032
0.61% of portfolio
|
Q3 2024
Added 19.58%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
19,254
shares
|
$547,776
0.49% of portfolio
|
Q1 2023
Added 2.97%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
19,211
shares
|
$546,552
0.4% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
19,186
shares
|
$545,841
0.37% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
19,127
shares
|
$544,163
0.0% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
18,969
shares
|
$539,668
0.04% of portfolio
|
Q4 2024
Added 415.04%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
18,714
shares
|
$532,413
1.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
18,687
shares
|
$531,645
0.29% of portfolio
|
Q4 2024
Added 295.58%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
18,681
shares
|
$531,474
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
18,522
shares
|
$526,950
1.68% of portfolio
|
Q2 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
18,514
shares
|
$526,723
1.27% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
18,352
shares
|
$522,114
0.04% of portfolio
|
Q4 2024
Added 291.97%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
18,337
shares
|
$521,687
0.23% of portfolio
|
Q4 2024
Added 297.33%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
18,286
shares
|
$520,236
0.23% of portfolio
|
Q4 2024
Added 299.96%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
18,157
shares
|
$516,566
0.42% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
18,125
shares
|
$515,656
0.03% of portfolio
|
Q4 2024
Added 289.62%
|