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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
17,768
shares
|
$505,499
0.4% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
17,717
shares
|
$504,048
0.07% of portfolio
|
Q4 2024
Added 383.54%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
17,653
shares
|
$502,227
0.24% of portfolio
|
Q4 2024
Added 335.34%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
17,633
shares
|
$501,658
0.37% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
17,569
shares
|
$499,838
0.02% of portfolio
|
Q4 2024
Added 300.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
17,202
shares
|
$489,396
0.0% of portfolio
|
Q3 2024
Added 87.47%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
17,165
shares
|
$488,344
0.26% of portfolio
|
Q4 2024
Added 300.02%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
17,143
shares
|
$487,718
0.1% of portfolio
|
Q4 2024
Added 306.52%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
17,060
shares
|
$485,357
0.62% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
16,933
shares
|
$481,743
0.17% of portfolio
|
Q4 2024
Added 477.52%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
16,808
shares
|
$478,187
0.07% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
16,780
shares
|
$477,391
0.11% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
16,655
shares
|
$473,834
0.18% of portfolio
|
Q4 2024
Added 294.2%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jan 31, 2025 Q4 2024 |
16,618
shares
|
$472,782
0.01% of portfolio
|
Q4 2024
Added 453.75%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
16,564
shares
|
$471,245
0.18% of portfolio
|
Q4 2024
Added 346.59%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
16,535
shares
|
$470,420
0.01% of portfolio
|
Q4 2024
Added 299.98%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
16,521
shares
|
$470,022
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16,520
shares
|
$469,994
0.07% of portfolio
|
Q4 2024
Added 285.89%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
16,456
shares
|
$468,173
0.28% of portfolio
|
Q3 2024
Reduced 15.68%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
16,253
shares
|
$462,397
0.32% of portfolio
|
Q4 2024
Added 433.94%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
16,188
shares
|
$460,548
0.23% of portfolio
|
Q4 2022
Added 3.94%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
16,149
shares
|
$459,439
1.22% of portfolio
|
Q3 2024
Reduced 27.8%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
16,123
shares
|
$458,699
0.37% of portfolio
|
Q4 2024
Added 300.37%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
16,073
shares
|
$457,276
0.03% of portfolio
|
Q4 2024
Added 321.53%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,062
shares
|
$456,963
0.01% of portfolio
|
Q4 2024
Added 293.48%
|