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 1,363 institutions that hold shares in the stock, with a total of 1.88 Billion shares, which have been reported (via 13F filing form) to have a value of $53.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
228,950
shares
|
$6.52 Million
9.13% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
225,328
shares
|
$6.42 Million
0.94% of portfolio
|
Q2 2024
Added 1.31%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
221,370
shares
|
$6.3 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
221,180
shares
|
$6.3 Million
2.09% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
218,271
shares
|
$6.21 Million
0.22% of portfolio
|
Q4 2024
Added 279.4%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
215,816
shares
|
$6.14 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
214,692
shares
|
$6.11 Million
0.77% of portfolio
|
Q4 2024
Added 279.13%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
211,843
shares
|
$6.03 Million
0.68% of portfolio
|
Q3 2024
Added 25.08%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
209,308
shares
|
$5.96 Million
0.14% of portfolio
|
Q4 2024
Added 295.81%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
207,901
shares
|
$5.92 Million
4.81% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
199,772
shares
|
$5.69 Million
2.87% of portfolio
|
Q3 2024
Added 22.98%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
196,739
shares
|
$5.6 Million
0.08% of portfolio
|
Q4 2024
Added 296.37%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
196,489
shares
|
$5.59 Million
0.49% of portfolio
|
Q4 2024
Added 377.26%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
195,240
shares
|
$5.56 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
195,078
shares
|
$5.55 Million
13.09% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
193,813
shares
|
$5.52 Million
2.18% of portfolio
|
Q4 2024
Added 297.87%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
193,805
shares
|
$5.52 Million
0.47% of portfolio
|
Q4 2024
Added 253.84%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
190,858
shares
|
$5.43 Million
3.39% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
190,844
shares
|
$5.43 Million
0.19% of portfolio
|
Q4 2024
Added 287.08%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
190,645
shares
|
$5.43 Million
0.18% of portfolio
|
Q4 2024
Added 757.37%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
190,575
shares
|
$5.43 Million
10.32% of portfolio
|
Q3 2024
Added 245.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
190,177
shares
|
$5.41 Million
0.48% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
188,643
shares
|
$5.37 Million
1.34% of portfolio
|
Q4 2024
Added 292.72%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
187,666
shares
|
$5.34 Million
0.74% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
186,741
shares
|
$5.32 Million
11.7% of portfolio
|
Q3 2024
Added 1.34%
|