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 1,476 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 $58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,500
shares
|
$64,025
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
2,497
shares
|
$63,948
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
2,408
shares
|
$61,668
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
2,400
shares
|
$61,464
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
2,272
shares
|
$58,185
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
2,172
shares
|
$55,624
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
2,100
shares
|
$53,781
0.01% of portfolio
|
Q4 2024
Added 287.45%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,088
shares
|
$53,473
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
2,045
shares
|
$52,372
0.03% of portfolio
|
Q4 2024
Added 300.2%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
2,040
shares
|
$52,244
0.01% of portfolio
|
Q4 2024
Added 209.09%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,008
shares
|
$51,424
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,940
shares
|
$49,683
0.02% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,920
shares
|
$49,171
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,912
shares
|
$48,966
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,900
shares
|
$48,659
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,880
shares
|
$48,146
0.03% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,852
shares
|
$47,429
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,827
shares
|
$46,789
0.01% of portfolio
|
Q4 2024
Added 299.78%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
1,825
shares
|
$46,738
0.02% of portfolio
|
Q4 2024
Added 300.22%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,812
shares
|
$46,405
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,800
shares
|
$46,098
0.02% of portfolio
|
Q2 2022
Reduced 8.91%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
1,775
shares
|
$45,457
0.07% of portfolio
|
Q4 2024
Added 307.11%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
1,757
shares
|
$44,996
0.02% of portfolio
|
Q4 2024
Added 650.85%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
1,748
shares
|
$44,766
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,712
shares
|
$43,844
0.03% of portfolio
|
Q4 2024
Added 707.55%
|