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 1,352 institutions that hold shares in the stock, with a total of 1.82 Billion shares, which have been reported (via 13F filing form) to have a value of $52.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,572
shares
|
$161,030
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,572
shares
|
$161,030
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,552
shares
|
$160,452
0.06% of portfolio
|
Q3 2024
Added 31.81%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
5,487
shares
|
$158,574
0.01% of portfolio
|
Q4 2024
Added 506.3%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
5,483
shares
|
$158,458
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
5,481
shares
|
$158,400
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
5,475
shares
|
$158,227
0.01% of portfolio
|
Q4 2024
Added 300.51%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
5,466
shares
|
$157,967
0.05% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
5,439
shares
|
$157,187
0.55% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
5,411
shares
|
$156,377
0.21% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
5,378
shares
|
$155,424
0.0% of portfolio
|
Q3 2024
Added 155.24%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
5,376
shares
|
$155,366
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
5,326
shares
|
$153,921
0.02% of portfolio
|
Q3 2022
Added 510.78%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
5,296
shares
|
$153,054
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
5,290
shares
|
$152,881
0.45% of portfolio
|
Q1 2024
Reduced 7.03%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
5,258
shares
|
$151,956
0.29% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
5,250
shares
|
$151,725
0.1% of portfolio
|
Q3 2024
Added 122.27%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,170
shares
|
$149,413
0.89% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
5,147
shares
|
$148,748
0.24% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
5,141
shares
|
$148,574
0.07% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,125
shares
|
$148,112
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,113
shares
|
$147,765
0.13% of portfolio
|
Q3 2024
Reduced 43.84%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
5,099
shares
|
$147,361
0.0% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
5,074
shares
|
$146,638
0.24% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
5,073
shares
|
$146,609
0.21% of portfolio
|
Q3 2024
Added 5.78%
|