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 1,479 institutions that hold shares in the stock, with a total of 2.27 Billion shares, which have been reported (via 13F filing form) to have a value of $58.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
4,487,020
shares
|
$115 Million
0.02% of portfolio
|
Q4 2024
Added 283.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
4,458,615
shares
|
$115 Million
0.17% of portfolio
|
Q4 2024
Added 310.61%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,132,097
shares
|
$106 Million
0.74% of portfolio
|
Q4 2024
Added 389.85%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,028,428
shares
|
$103 Million
18.37% of portfolio
|
Q4 2024
Added 310.55%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,918,674
shares
|
$101 Million
0.16% of portfolio
|
Q4 2024
Added 311.9%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
3,482,685
shares
|
$89.5 Million
1.09% of portfolio
|
Q4 2024
Added 334.75%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
3,432,708
shares
|
$88.2 Million
13.14% of portfolio
|
Q4 2024
Added 295.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
3,246,949
shares
|
$83.4 Million
0.18% of portfolio
|
Q4 2024
Added 279.67%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,204,323
shares
|
$82.3 Million
0.21% of portfolio
|
Q4 2024
Added 612.86%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
3,187,865
shares
|
$81.9 Million
17.08% of portfolio
|
Q4 2024
Added 284.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,181,896
shares
|
$81.7 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,168,558
shares
|
$81.4 Million
0.02% of portfolio
|
Q4 2024
Added 319.46%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,121,781
shares
|
$80.2 Million
0.24% of portfolio
|
Q4 2024
Added 270.27%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
3,069,436
shares
|
$78.9 Million
17.78% of portfolio
|
Q4 2024
Added 429.86%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
3,006,792
shares
|
$77.2 Million
0.13% of portfolio
|
Q4 2024
Added 317.46%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
2,978,909
shares
|
$76.5 Million
0.6% of portfolio
|
Q4 2024
Added 313.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
2,971,333
shares
|
$76.3 Million
0.28% of portfolio
|
Q4 2024
Added 371.71%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,919,588
shares
|
$75 Million
0.18% of portfolio
|
Q4 2024
Added 266.66%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
2,821,392
shares
|
$72.5 Million
5.75% of portfolio
|
Q4 2024
Added 282.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
2,768,318
shares
|
$71.1 Million
0.28% of portfolio
|
Q4 2024
Added 306.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,765,394
shares
|
$71 Million
0.02% of portfolio
|
Q4 2024
Added 320.9%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
2,749,443
shares
|
$70.6 Million
16.61% of portfolio
|
Q4 2024
Added 314.69%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
2,581,833
shares
|
$66.3 Million
11.31% of portfolio
|
Q4 2024
Added 298.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
2,481,627
shares
|
$63.8 Million
0.13% of portfolio
|
Q4 2024
Added 267.74%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
2,472,229
shares
|
$63.5 Million
0.32% of portfolio
|
Q4 2024
Added 5708.95%
|