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 |
|---|---|---|---|---|---|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,920
shares
|
$173,138
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
6,828
shares
|
$170,836
0.01% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
6,824
shares
|
$170,736
0.03% of portfolio
|
Q4 2024
Added 174.61%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
6,616
shares
|
$165,532
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
6,580
shares
|
$164,631
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,385
shares
|
$159,752
0.06% of portfolio
|
Q4 2024
Added 120.86%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
6,336
shares
|
$158,526
0.0% of portfolio
|
Q4 2024
Added 1071.16%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,272
shares
|
$156,925
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,155
shares
|
$153,998
0.01% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
6,110
shares
|
$152,872
0.45% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,903
shares
|
$147,693
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,885
shares
|
$147,242
0.03% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
5,823
shares
|
$145,691
0.35% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
5,820
shares
|
$145,616
0.04% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
5,756
shares
|
$144,015
0.04% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
5,707
shares
|
$142,789
0.29% of portfolio
|
Q2 2023
Reduced 45.83%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,636
shares
|
$141,012
0.39% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
5,636
shares
|
$141,012
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
5,600
shares
|
$140,112
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,572
shares
|
$139,411
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,572
shares
|
$139,411
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
5,487
shares
|
$137,284
0.01% of portfolio
|
Q4 2024
Added 506.3%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
5,475
shares
|
$136,984
0.01% of portfolio
|
Q4 2024
Added 300.51%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
5,460
shares
|
$136,609
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
5,436
shares
|
$136,008
0.01% of portfolio
|
Q4 2024
Added 12254.55%
|