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 |
|---|---|---|---|---|---|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
10,896
shares
|
$272,617
0.01% of portfolio
|
Q4 2024
Added 387.3%
|
|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
10,845
shares
|
$271,341
0.12% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
10,819
shares
|
$270,691
0.09% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
10,803
shares
|
$270,291
0.12% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
10,770
shares
|
$269,465
0.1% of portfolio
|
Q4 2024
Added 356.16%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
10,740
shares
|
$268,714
0.1% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
10,729
shares
|
$268,439
0.11% of portfolio
|
Q4 2024
Added 244.1%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
10,720
shares
|
$268,214
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
10,688
shares
|
$267,413
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
10,647
shares
|
$266,387
0.02% of portfolio
|
Q4 2024
Added 299.96%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
10,644
shares
|
$266,312
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,642
shares
|
$266,262
0.38% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
10,623
shares
|
$265,787
0.14% of portfolio
|
Q4 2024
Added 343.18%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
10,616
shares
|
$265,612
0.37% of portfolio
|
Q4 2024
Added 346.05%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
10,608
shares
|
$265,412
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
10,604
shares
|
$265,312
0.11% of portfolio
|
Q4 2024
Added 404.71%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
10,600
shares
|
$265,212
0.08% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
10,590
shares
|
$264,961
0.16% of portfolio
|
Q1 2025
Reduced 29.5%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
10,588
shares
|
$264,911
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
10,552
shares
|
$264,011
0.09% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,552
shares
|
$264,011
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,518
shares
|
$263,160
1.25% of portfolio
|
Q4 2023
Reduced 2.42%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
10,512
shares
|
$263,010
0.04% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
10,500
shares
|
$262,710
0.09% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
10,481
shares
|
$262,234
0.15% of portfolio
|
Q4 2024
Added 315.42%
|