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 |
|---|---|---|---|---|---|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
19,370
shares
|
$550,495
0.0% of portfolio
|
Q3 2024
Reduced 73.2%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
19,369
shares
|
$550,466
0.03% of portfolio
|
Q4 2024
Added 300.43%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
19,263
shares
|
$547,454
0.61% of portfolio
|
Q3 2024
Added 19.58%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
19,254
shares
|
$547,198
0.49% of portfolio
|
Q1 2023
Added 2.97%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
19,211
shares
|
$545,976
0.4% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
19,127
shares
|
$543,589
0.0% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
18,972
shares
|
$539,184
0.09% of portfolio
|
Q4 2024
Added 261.37%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
18,969
shares
|
$539,098
0.04% of portfolio
|
Q4 2024
Added 415.04%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
18,714
shares
|
$531,851
1.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
18,687
shares
|
$531,084
0.29% of portfolio
|
Q4 2024
Added 295.58%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
18,681
shares
|
$530,914
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
18,522
shares
|
$526,395
1.68% of portfolio
|
Q2 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
18,514
shares
|
$526,167
1.27% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
18,352
shares
|
$521,563
0.04% of portfolio
|
Q4 2024
Added 291.97%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
18,337
shares
|
$521,137
0.23% of portfolio
|
Q4 2024
Added 297.33%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
18,286
shares
|
$519,688
0.23% of portfolio
|
Q4 2024
Added 299.96%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
18,157
shares
|
$516,021
0.42% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
18,125
shares
|
$515,112
0.03% of portfolio
|
Q4 2024
Added 289.62%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
18,059
shares
|
$513,236
0.06% of portfolio
|
Q4 2024
Added 336.42%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
17,928
shares
|
$509,513
0.06% of portfolio
|
Q4 2024
Added 248.73%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
17,773
shares
|
$505,108
0.0% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
17,768
shares
|
$504,966
0.4% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
17,717
shares
|
$503,517
0.07% of portfolio
|
Q4 2024
Added 383.54%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
17,653
shares
|
$501,698
0.24% of portfolio
|
Q4 2024
Added 335.34%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
17,569
shares
|
$499,310
0.02% of portfolio
|
Q4 2024
Added 300.02%
|