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 |
|---|---|---|---|---|---|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
1,250,110
shares
|
$31.3 Million
13.32% of portfolio
|
Q4 2024
Added 387.26%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
1,244,686
shares
|
$31.1 Million
9.69% of portfolio
|
Q4 2024
Added 334.03%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
1,235,506
shares
|
$30.9 Million
4.27% of portfolio
|
Q4 2024
Added 297.74%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
1,232,778
shares
|
$30.8 Million
14.08% of portfolio
|
Q4 2024
Added 293.92%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
1,211,909
shares
|
$30.3 Million
5.76% of portfolio
|
Q4 2024
Added 387.76%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
1,194,192
shares
|
$29.9 Million
17.18% of portfolio
|
Q4 2024
Added 309.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
1,188,845
shares
|
$29.7 Million
0.94% of portfolio
|
Q4 2024
Added 1093.51%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
1,184,715
shares
|
$29.6 Million
9.17% of portfolio
|
Q4 2024
Added 299.55%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
1,183,727
shares
|
$29.6 Million
7.65% of portfolio
|
Q4 2024
Added 303.14%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
1,165,977
shares
|
$29.2 Million
7.74% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
1,163,818
shares
|
$29.1 Million
5.44% of portfolio
|
Q4 2024
Added 325.48%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
1,157,218
shares
|
$29 Million
9.86% of portfolio
|
Q4 2024
Added 290.73%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
1,145,050
shares
|
$28.6 Million
4.65% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
1,138,646
shares
|
$28.5 Million
8.78% of portfolio
|
Q4 2024
Added 292.26%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
1,091,357
shares
|
$27.3 Million
6.34% of portfolio
|
Q4 2024
Added 265.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,079,576
shares
|
$27 Million
0.71% of portfolio
|
Q4 2024
Added 360.46%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
1,074,394
shares
|
$26.9 Million
19.65% of portfolio
|
Q4 2024
Added 310.96%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
1,051,703
shares
|
$26.3 Million
21.43% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
1,049,550
shares
|
$26.3 Million
2.66% of portfolio
|
Q4 2024
Added 544.46%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
1,037,689
shares
|
$26 Million
18.4% of portfolio
|
Q4 2024
Added 298.83%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
1,030,684
shares
|
$25.8 Million
3.49% of portfolio
|
Q4 2024
Added 296.17%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,020,881
shares
|
$25.5 Million
0.35% of portfolio
|
Q4 2024
Added 294.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
997,059
shares
|
$24.9 Million
1.86% of portfolio
|
Q4 2024
Added 286.04%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
990,949
shares
|
$24.8 Million
12.13% of portfolio
|
Q4 2024
Added 327.83%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
969,526
shares
|
$24.3 Million
0.37% of portfolio
|
Q4 2024
Added 2970.55%
|