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 |
|---|---|---|---|---|---|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
634,095
shares
|
$15.9 Million
12.0% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
630,682
shares
|
$15.8 Million
1.58% of portfolio
|
Q4 2024
Added 324.09%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
629,207
shares
|
$15.7 Million
7.32% of portfolio
|
Q4 2024
Added 295.94%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
626,235
shares
|
$15.7 Million
2.1% of portfolio
|
Q4 2024
Added 276.87%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
624,047
shares
|
$15.6 Million
4.61% of portfolio
|
Q4 2024
Added 288.72%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
621,322
shares
|
$15.5 Million
0.63% of portfolio
|
Q4 2024
Added 783.39%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
610,354
shares
|
$15.3 Million
0.95% of portfolio
|
Q3 2022
Added 191.37%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
593,640
shares
|
$14.9 Million
8.81% of portfolio
|
Q4 2024
Added 292.48%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
578,808
shares
|
$14.5 Million
0.01% of portfolio
|
Q4 2024
Added 365.89%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
578,486
shares
|
$14.5 Million
11.48% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
577,696
shares
|
$14.5 Million
2.96% of portfolio
|
Q4 2024
Added 319.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
576,617
shares
|
$14.4 Million
0.46% of portfolio
|
Q4 2024
Added 266.41%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
574,771
shares
|
$14.4 Million
10.82% of portfolio
|
Q4 2024
Added 288.5%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
572,905
shares
|
$14.3 Million
8.15% of portfolio
|
Q4 2024
Added 319.28%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
571,497
shares
|
$14.3 Million
2.31% of portfolio
|
Q4 2024
Added 282.97%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
570,889
shares
|
$14.3 Million
1.39% of portfolio
|
Q4 2024
Added 261.16%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
561,318
shares
|
$14 Million
3.42% of portfolio
|
Q4 2024
Added 288.26%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
559,824
shares
|
$14 Million
5.32% of portfolio
|
Q4 2024
Added 386.68%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
559,355
shares
|
$14 Million
6.02% of portfolio
|
Q4 2024
Added 294.29%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Feb 27, 2025 Q4 2024 |
555,980
shares
|
$13.9 Million
6.01% of portfolio
|
Q4 2024
Added 417.38%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
555,210
shares
|
$13.9 Million
5.81% of portfolio
|
Q4 2024
Added 321.19%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
554,636
shares
|
$13.9 Million
0.58% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
554,235
shares
|
$13.9 Million
1.74% of portfolio
|
Q4 2024
Added 411.29%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
542,972
shares
|
$13.6 Million
0.98% of portfolio
|
Q4 2024
Added 273.46%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
539,613
shares
|
$13.5 Million
3.25% of portfolio
|
Q4 2024
Added 286.51%
|