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 |
|---|---|---|---|---|---|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
11,715
shares
|
$333,291
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
11,668
shares
|
$331,954
0.01% of portfolio
|
Q4 2024
Added 117.89%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
11,619
shares
|
$330,560
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
11,591
shares
|
$329,763
0.07% of portfolio
|
Q4 2024
Added 356.7%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
11,584
shares
|
$329,564
2.94% of portfolio
|
Q3 2023
Reduced 95.77%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
11,565
shares
|
$329,024
0.08% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
11,552
shares
|
$328,654
0.36% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
11,543
shares
|
$328,398
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
11,537
shares
|
$328,227
0.12% of portfolio
|
Q4 2024
Added 300.03%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
11,520
shares
|
$327,744
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
11,493
shares
|
$326,975
0.05% of portfolio
|
Q4 2024
Added 426.24%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
11,480
shares
|
$326,606
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
11,470
shares
|
$326,321
0.07% of portfolio
|
Q3 2024
Reduced 99.29%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
11,429
shares
|
$325,155
0.05% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
11,413
shares
|
$324,699
0.01% of portfolio
|
Q3 2024
Added 21.03%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
11,371
shares
|
$323,504
0.09% of portfolio
|
Q4 2024
Added 313.04%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
11,307
shares
|
$321,684
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
11,240
shares
|
$319,778
0.08% of portfolio
|
Q4 2024
Added 299.72%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
11,100
shares
|
$315,795
0.29% of portfolio
|
Q2 2023
Added 326.92%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
11,076
shares
|
$315,112
0.03% of portfolio
|
Q3 2024
Added 55280.0%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
11,065
shares
|
$314,799
0.11% of portfolio
|
Q4 2024
Added 300.04%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
11,011
shares
|
$313,262
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jan 17, 2025 Q4 2024 |
11,008
shares
|
$313,177
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
11,005
shares
|
$313,092
0.13% of portfolio
|
Q4 2024
Added 261.41%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
10,981
shares
|
$312,409
0.04% of portfolio
|
Q4 2024
New holding
|