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 1,389 institutions that hold shares in the stock, with a total of 1.95 Billion shares, which have been reported (via 13F filing form) to have a value of $55.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
80,160
shares
|
$2.29 Million
1.09% of portfolio
|
Q4 2024
Added 291.75%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
79,827
shares
|
$2.28 Million
0.28% of portfolio
|
Q4 2024
Added 306.39%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
78,936
shares
|
$2.26 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
78,758
shares
|
$2.25 Million
0.39% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
78,166
shares
|
$2.23 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
77,714
shares
|
$2.22 Million
0.73% of portfolio
|
Q4 2024
Added 179.4%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
77,618
shares
|
$2.22 Million
0.15% of portfolio
|
Q4 2024
Added 319.42%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
77,508
shares
|
$2.22 Million
0.29% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
77,296
shares
|
$2.21 Million
0.95% of portfolio
|
Q4 2024
Added 464.0%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
77,248
shares
|
$2.21 Million
0.19% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
77,112
shares
|
$2.2 Million
1.4% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
76,979
shares
|
$2.2 Million
1.81% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
75,395
shares
|
$2.16 Million
1.68% of portfolio
|
Q1 2024
Added 14.29%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
74,940
shares
|
$2.14 Million
1.32% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
74,732
shares
|
$2.14 Million
0.38% of portfolio
|
Q4 2024
Added 471.04%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
74,548
shares
|
$2.13 Million
0.39% of portfolio
|
Q4 2024
Added 288.55%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
74,375
shares
|
$2.13 Million
0.25% of portfolio
|
Q4 2024
Added 262.8%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
74,304
shares
|
$2.12 Million
0.16% of portfolio
|
Q4 2024
Added 263.45%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
72,996
shares
|
$2.09 Million
0.13% of portfolio
|
Q4 2024
Added 341.84%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
72,741
shares
|
$2.08 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
72,251
shares
|
$2.07 Million
1.64% of portfolio
|
Q4 2024
Added 315.5%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
72,147
shares
|
$2.06 Million
0.12% of portfolio
|
Q4 2024
Added 296.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
71,004
shares
|
$2.03 Million
0.17% of portfolio
|
Q2 2020
Added 350.48%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
70,851
shares
|
$2.03 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
70,830
shares
|
$2.03 Million
0.09% of portfolio
|
Q4 2024
Added 299.94%
|