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 1,486 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 |
|---|---|---|---|---|---|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
14,052
shares
|
$351,581
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
14,040
shares
|
$351,280
0.24% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
13,948
shares
|
$348,978
0.15% of portfolio
|
Q4 2024
Added 294.35%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
13,934
shares
|
$348,628
0.03% of portfolio
|
Q4 2024
Added 392.02%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
13,848
shares
|
$346,476
0.0% of portfolio
|
Q4 2024
Added 281.8%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
13,831
shares
|
$346,051
0.02% of portfolio
|
Q4 2024
Added 304.06%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
13,794
shares
|
$345,125
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
13,781
shares
|
$344,800
0.04% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
13,758
shares
|
$344,225
0.08% of portfolio
|
Q4 2022
Reduced 2.15%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
13,746
shares
|
$343,924
0.3% of portfolio
|
Q4 2024
Added 299.94%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
13,720
shares
|
$343,274
0.23% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
13,716
shares
|
$343,174
0.08% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
13,680
shares
|
$342,273
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
13,666
shares
|
$341,923
0.14% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
13,652
shares
|
$341,573
0.08% of portfolio
|
Q4 2024
Added 380.7%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
13,553
shares
|
$339,096
0.05% of portfolio
|
Q4 2024
Added 299.56%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
13,523
shares
|
$338,345
0.25% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
13,459
shares
|
$336,744
0.13% of portfolio
|
Q4 2024
Added 300.45%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,306
shares
|
$332,916
0.01% of portfolio
|
Q2 2022
Reduced 5.24%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
13,229
shares
|
$330,989
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
13,205
shares
|
$330,389
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
13,104
shares
|
$327,862
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
12,953
shares
|
$324,084
0.05% of portfolio
|
Q4 2024
Added 195.19%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
12,945
shares
|
$323,883
0.01% of portfolio
|
Q4 2024
Added 312.92%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
12,907
shares
|
$322,933
0.01% of portfolio
|
Q4 2024
Added 281.53%
|