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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
112,904
shares
|
$3.21 Million
0.51% of portfolio
|
Q4 2024
Added 301.89%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
112,147
shares
|
$3.19 Million
0.1% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
112,110
shares
|
$3.19 Million
0.27% of portfolio
|
Q4 2024
Added 334.75%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
111,976
shares
|
$3.19 Million
0.25% of portfolio
|
Q4 2024
Added 315.23%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
111,583
shares
|
$3.18 Million
4.65% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
111,026
shares
|
$3.16 Million
12.39% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
110,581
shares
|
$3.15 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
109,970
shares
|
$3.13 Million
1.26% of portfolio
|
Q4 2024
Added 270.86%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
109,184
shares
|
$3.11 Million
0.11% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
108,936
shares
|
$3.1 Million
2.76% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
107,461
shares
|
$3.06 Million
4.61% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
106,229
shares
|
$3.02 Million
1.54% of portfolio
|
Q3 2022
Added 1.29%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
106,160
shares
|
$3.02 Million
1.81% of portfolio
|
Q4 2024
Added 312.75%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
105,733
shares
|
$3.01 Million
1.13% of portfolio
|
Q4 2024
Added 300.19%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
104,705
shares
|
$2.98 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
104,553
shares
|
$2.98 Million
6.38% of portfolio
|
Q3 2024
Added 17.58%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
104,369
shares
|
$2.97 Million
0.04% of portfolio
|
Q3 2024
Added 49.25%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
103,623
shares
|
$2.95 Million
8.35% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
101,979
shares
|
$2.9 Million
1.68% of portfolio
|
Q4 2024
Added 315.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
101,582
shares
|
$2.89 Million
0.07% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
100,970
shares
|
$2.87 Million
2.16% of portfolio
|
Q4 2024
Added 301.71%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
100,381
shares
|
$2.86 Million
1.57% of portfolio
|
Q4 2024
Added 291.26%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
99,609
shares
|
$2.84 Million
0.34% of portfolio
|
Q3 2024
Reduced 75.61%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
98,132
shares
|
$2.79 Million
0.29% of portfolio
|
Q3 2024
Added 15.54%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
97,137
shares
|
$2.77 Million
0.78% of portfolio
|
Q4 2024
Added 288.36%
|