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 1,366 institutions that hold shares in the stock, with a total of 1.89 Billion shares, which have been reported (via 13F filing form) to have a value of $53.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,563,819,806
shares
|
$44.5 Billion
97.59% of portfolio
|
Q4 2024
Added 324108.53%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
39,195,946
shares
|
$1.12 Billion
14.24% of portfolio
|
Q4 2024
Added 301.39%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
11,250,158
shares
|
$320 Million
2.41% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,938,669
shares
|
$311 Million
0.38% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
9,556,995
shares
|
$272 Million
1.33% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
7,620,902
shares
|
$217 Million
11.72% of portfolio
|
Q4 2024
Added 312.27%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,128,931
shares
|
$146 Million
25.88% of portfolio
|
Q4 2024
Added 300.43%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,859,051
shares
|
$138 Million
5.48% of portfolio
|
Q3 2024
Added 307.98%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
4,609,367
shares
|
$131 Million
5.11% of portfolio
|
Q4 2024
Added 303.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
4,293,248
shares
|
$122 Million
0.21% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,291,232
shares
|
$122 Million
0.8% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,028,428
shares
|
$115 Million
18.37% of portfolio
|
Q4 2024
Added 310.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,001,675
shares
|
$114 Million
0.99% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,902,832
shares
|
$111 Million
14.65% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
3,432,708
shares
|
$97.7 Million
13.14% of portfolio
|
Q4 2024
Added 295.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,338,359
shares
|
$95 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
3,187,865
shares
|
$90.7 Million
17.08% of portfolio
|
Q4 2024
Added 284.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,181,896
shares
|
$90.5 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,094,739
shares
|
$88 Million
17.84% of portfolio
|
Q3 2024
Added 11.7%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
3,006,792
shares
|
$85.5 Million
0.13% of portfolio
|
Q4 2024
Added 317.46%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
2,821,392
shares
|
$80.3 Million
5.75% of portfolio
|
Q4 2024
Added 282.96%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
2,749,443
shares
|
$78.2 Million
16.61% of portfolio
|
Q4 2024
Added 314.69%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
2,581,833
shares
|
$73.5 Million
11.31% of portfolio
|
Q4 2024
Added 298.91%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,217,000
shares
|
$63.1 Million
1.2% of portfolio
|
Q4 2024
Added 296.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,158,425
shares
|
$61.4 Million
2.67% of portfolio
|
Q3 2024
Reduced 1.57%
|