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 |
|---|---|---|---|---|---|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
8,060
shares
|
$201,661
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 14, 2025 Q1 2025 |
8,059
shares
|
$201,636
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
8,027
shares
|
$200,835
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
8,008
shares
|
$200,360
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
8,004
shares
|
$200,260
0.01% of portfolio
|
Q4 2024
Reduced 51.84%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
7,968
shares
|
$199,359
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
7,949
shares
|
$198,883
0.09% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
7,939
shares
|
$198,633
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
7,925
shares
|
$198,283
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7,896
shares
|
$197,557
0.1% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
7,866
shares
|
$196,807
0.02% of portfolio
|
Q4 2024
Added 299.9%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
7,855
shares
|
$196,532
0.07% of portfolio
|
Q4 2024
Added 187.83%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
7,812
shares
|
$195,456
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
7,796
shares
|
$195,055
0.04% of portfolio
|
Q4 2024
Added 305.2%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
7,772
shares
|
$194,455
0.0% of portfolio
|
Q4 2024
Added 75.4%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
7,760
shares
|
$194,155
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,745
shares
|
$193,779
0.21% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
7,723
shares
|
$193,229
0.04% of portfolio
|
Q4 2024
Added 146.03%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
7,720
shares
|
$193,154
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,720
shares
|
$193,154
0.02% of portfolio
|
Q1 2023
Added 11.56%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
7,710
shares
|
$192,904
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
7,701
shares
|
$192,679
0.04% of portfolio
|
Q4 2024
Added 300.68%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
7,660
shares
|
$191,653
0.07% of portfolio
|
Q4 2024
Added 285.31%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
7,632
shares
|
$190,952
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
7,617
shares
|
$190,577
0.04% of portfolio
|
Q4 2024
New holding
|