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 1,479 institutions that hold shares in the stock, with a total of 2.27 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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
1,708,473
shares
|
$42.7 Million
13.07% of portfolio
|
Q4 2024
Added 287.04%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,688,980
shares
|
$42.3 Million
0.48% of portfolio
|
Q4 2024
Added 319.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,671,113
shares
|
$41.8 Million
0.05% of portfolio
|
Q4 2024
Added 309.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,661,944
shares
|
$41.6 Million
0.14% of portfolio
|
Q4 2024
Added 254.2%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,642,174
shares
|
$41.1 Million
4.33% of portfolio
|
Q4 2024
Added 292.58%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,589,809
shares
|
$39.8 Million
6.92% of portfolio
|
Q4 2024
Added 308.91%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,579,711
shares
|
$39.5 Million
0.45% of portfolio
|
Q4 2024
Added 296.02%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
1,548,615
shares
|
$38.7 Million
4.01% of portfolio
|
Q4 2024
Added 310.54%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
1,532,498
shares
|
$38.3 Million
13.83% of portfolio
|
Q4 2024
Added 292.7%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
1,526,033
shares
|
$38.2 Million
8.22% of portfolio
|
Q4 2024
Added 304.86%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,516,701
shares
|
$37.9 Million
6.27% of portfolio
|
Q4 2024
Added 746.86%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,480,195
shares
|
$37 Million
4.37% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
1,474,452
shares
|
$36.9 Million
2.67% of portfolio
|
Q4 2024
Added 317.06%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,467,650
shares
|
$36.7 Million
4.58% of portfolio
|
Q4 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
1,462,363
shares
|
$36.6 Million
1.93% of portfolio
|
Q4 2024
Added 299.12%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,458,427
shares
|
$36.5 Million
2.01% of portfolio
|
Q4 2024
Added 279.77%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
1,378,549
shares
|
$34.5 Million
3.37% of portfolio
|
Q4 2024
Added 288.78%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
1,369,929
shares
|
$34.3 Million
4.24% of portfolio
|
Q4 2024
Added 317.16%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,330,888
shares
|
$33.3 Million
20.92% of portfolio
|
Q4 2024
Added 292.63%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
1,313,437
shares
|
$32.9 Million
1.85% of portfolio
|
Q4 2024
Added 351.28%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,313,142
shares
|
$32.9 Million
8.0% of portfolio
|
Q4 2024
Added 291.16%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,286,419
shares
|
$32.2 Million
12.02% of portfolio
|
Q4 2024
Added 310.86%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
1,283,917
shares
|
$32.1 Million
19.2% of portfolio
|
Q4 2024
Added 300.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,278,036
shares
|
$32 Million
0.09% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,251,633
shares
|
$31.3 Million
10.46% of portfolio
|
Q4 2024
Added 293.43%
|