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 |
|---|---|---|---|---|---|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
15,994
shares
|
$454,549
0.35% of portfolio
|
Q4 2024
Added 250.98%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
15,918
shares
|
$452,389
0.07% of portfolio
|
Q4 2024
Added 300.65%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
15,896
shares
|
$451,764
0.37% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
15,792
shares
|
$448,808
0.07% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
15,544
shares
|
$441,760
0.06% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
15,498
shares
|
$440,453
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
15,360
shares
|
$436,531
0.58% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
15,360
shares
|
$436,531
0.0% of portfolio
|
Q4 2024
Added 609.47%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
15,212
shares
|
$432,325
0.15% of portfolio
|
Q4 2024
Added 268.95%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
15,065
shares
|
$428,147
0.98% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,060
shares
|
$428,005
0.09% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
15,060
shares
|
$428,005
0.11% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
15,021
shares
|
$426,896
0.24% of portfolio
|
Q4 2024
Added 563.76%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
14,920
shares
|
$424,026
0.52% of portfolio
|
Q4 2024
Added 300.43%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
14,876
shares
|
$422,775
0.1% of portfolio
|
Q4 2024
Added 301.4%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
14,854
shares
|
$422,150
0.06% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
14,744
shares
|
$419,024
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
14,712
shares
|
$418,115
0.28% of portfolio
|
Q4 2024
Added 293.58%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
14,655
shares
|
$416,495
0.07% of portfolio
|
Q4 2024
Added 301.84%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
14,613
shares
|
$415,301
0.25% of portfolio
|
Q4 2024
Added 300.03%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
14,585
shares
|
$414,505
0.13% of portfolio
|
Q3 2024
Added 39.5%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
14,526
shares
|
$412,828
0.1% of portfolio
|
Q3 2024
Added 319.83%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
14,480
shares
|
$411,521
0.24% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
14,424
shares
|
$409,930
0.05% of portfolio
|
Q4 2024
Added 208.47%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
14,340
shares
|
$407,542
0.06% of portfolio
|
Q4 2024
Added 300.0%
|