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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
96,479
shares
|
$2.75 Million
7.21% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
96,080
shares
|
$2.74 Million
0.79% of portfolio
|
Q4 2024
Added 845.39%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
96,057
shares
|
$2.73 Million
0.51% of portfolio
|
Q4 2024
Added 244.57%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
95,963
shares
|
$2.73 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
95,382
shares
|
$2.72 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
94,690
shares
|
$2.7 Million
0.07% of portfolio
|
Q4 2024
Added 326.05%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
94,274
shares
|
$2.68 Million
0.02% of portfolio
|
Q4 2024
Added 299.31%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
94,022
shares
|
$2.68 Million
0.82% of portfolio
|
Q4 2024
Added 263.29%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
93,601
shares
|
$2.66 Million
3.71% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
92,752
shares
|
$2.64 Million
5.2% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
92,700
shares
|
$2.64 Million
0.27% of portfolio
|
Q3 2024
Added 1490.05%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
90,714
shares
|
$2.58 Million
1.5% of portfolio
|
Q4 2024
Added 284.35%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
90,598
shares
|
$2.58 Million
0.16% of portfolio
|
Q4 2024
Added 308.98%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
90,565
shares
|
$2.58 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
89,426
shares
|
$2.55 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
88,864
shares
|
$2.53 Million
0.71% of portfolio
|
Q4 2024
Added 303.89%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
88,661
shares
|
$2.52 Million
6.55% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
88,263
shares
|
$2.51 Million
7.0% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
87,347
shares
|
$2.49 Million
0.82% of portfolio
|
Q4 2024
Added 292.04%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
86,798
shares
|
$2.47 Million
1.24% of portfolio
|
Q4 2024
Added 299.29%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
85,301
shares
|
$2.43 Million
4.08% of portfolio
|
Q2 2023
New holding
|