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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
539,026
shares
|
$13.5 Million
0.46% of portfolio
|
Q4 2024
Added 238.34%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
535,870
shares
|
$13.4 Million
2.92% of portfolio
|
Q4 2024
Added 295.31%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
532,181
shares
|
$13.3 Million
3.91% of portfolio
|
Q4 2024
Added 308.6%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
528,166
shares
|
$13.2 Million
5.43% of portfolio
|
Q4 2024
Added 299.45%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
526,592
shares
|
$13.2 Million
4.79% of portfolio
|
Q4 2024
Added 263.69%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
526,005
shares
|
$13.2 Million
6.03% of portfolio
|
Q4 2024
Added 371.4%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Feb 11, 2025 Q4 2024 |
525,425
shares
|
$13.1 Million
8.39% of portfolio
|
Q4 2024
Added 402.54%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
523,136
shares
|
$13.1 Million
1.21% of portfolio
|
Q4 2024
Added 339.5%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
514,879
shares
|
$12.9 Million
1.15% of portfolio
|
Q4 2024
Added 278.54%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
510,143
shares
|
$12.8 Million
1.55% of portfolio
|
Q4 2024
Added 308.09%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
508,827
shares
|
$12.7 Million
5.94% of portfolio
|
Q4 2024
Added 340.88%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
506,215
shares
|
$12.7 Million
8.53% of portfolio
|
Q4 2024
Added 298.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
501,755
shares
|
$12.6 Million
0.09% of portfolio
|
Q4 2024
Added 393.94%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
500,031
shares
|
$12.5 Million
4.76% of portfolio
|
Q4 2024
Added 301.1%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
493,657
shares
|
$12.4 Million
0.12% of portfolio
|
Q4 2024
Added 288.9%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
492,232
shares
|
$12.3 Million
0.65% of portfolio
|
Q4 2024
Added 299.67%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
488,599
shares
|
$12.2 Million
8.94% of portfolio
|
Q4 2024
Added 296.8%
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
485,738
shares
|
$12.2 Million
9.33% of portfolio
|
Q4 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
484,537
shares
|
$12.1 Million
1.13% of portfolio
|
Q4 2024
Added 282.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
482,027
shares
|
$12.1 Million
0.13% of portfolio
|
Q4 2024
Added 341.48%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
481,795
shares
|
$12.1 Million
4.36% of portfolio
|
Q4 2024
Added 318.81%
|
|
|
Revolve Wealth Partners, LLC
|
Mar 19, 2025 Q4 2024 |
481,364
shares
|
$12 Million
2.09% of portfolio
|
Q4 2024
Added 294.77%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
476,646
shares
|
$11.9 Million
1.35% of portfolio
|
Q4 2024
Added 283.42%
|
|
|
Schaeffer Financial LLC
|
Feb 03, 2025 Q4 2024 |
471,728
shares
|
$11.8 Million
13.12% of portfolio
|
Q4 2024
Added 299.99%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
468,177
shares
|
$11.7 Million
2.74% of portfolio
|
Q4 2024
Added 291.32%
|