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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
185,381
shares
|
$5.28 Million
2.09% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
184,647
shares
|
$5.26 Million
0.98% of portfolio
|
Q3 2024
Added 356.05%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
184,564
shares
|
$5.25 Million
1.76% of portfolio
|
Q4 2024
Added 286.1%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
182,958
shares
|
$5.21 Million
3.61% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
180,129
shares
|
$5.13 Million
1.79% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
179,599
shares
|
$5.11 Million
0.47% of portfolio
|
Q4 2024
Added 237.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
174,178
shares
|
$4.96 Million
1.11% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
173,941
shares
|
$4.95 Million
0.18% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
172,980
shares
|
$4.92 Million
2.64% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
172,730
shares
|
$4.92 Million
1.67% of portfolio
|
Q4 2024
Added 304.61%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
172,720
shares
|
$4.92 Million
3.3% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
171,710
shares
|
$4.89 Million
0.34% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
170,792
shares
|
$4.86 Million
2.27% of portfolio
|
Q4 2024
Added 289.81%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
167,776
shares
|
$4.78 Million
11.86% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
166,545
shares
|
$4.74 Million
0.44% of portfolio
|
Q4 2024
Added 261.21%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
166,168
shares
|
$4.73 Million
2.13% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
165,232
shares
|
$4.7 Million
4.46% of portfolio
|
Q3 2024
Reduced 29.67%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
164,831
shares
|
$4.69 Million
0.58% of portfolio
|
Q4 2024
Added 301.76%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
162,857
shares
|
$4.64 Million
1.89% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
162,389
shares
|
$4.62 Million
3.42% of portfolio
|
Q4 2023
Reduced 75.12%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
162,205
shares
|
$4.62 Million
1.5% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
161,337
shares
|
$4.59 Million
0.26% of portfolio
|
Q4 2024
Added 415.16%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
160,838
shares
|
$4.58 Million
2.5% of portfolio
|
Q4 2024
Added 302.46%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
160,541
shares
|
$4.57 Million
4.21% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
160,109
shares
|
$4.56 Million
0.04% of portfolio
|
Q3 2022
Added 1.0%
|