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 1,414 institutions that hold shares in the stock, with a total of 2.05 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 |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
70,851
shares
|
$2.01 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
70,830
shares
|
$2.01 Million
0.09% of portfolio
|
Q4 2024
Added 299.94%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
70,761
shares
|
$2.01 Million
0.35% of portfolio
|
Q4 2024
Added 300.53%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
70,224
shares
|
$2 Million
0.39% of portfolio
|
Q4 2024
Added 298.25%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
69,965
shares
|
$1.99 Million
1.04% of portfolio
|
Q4 2024
Added 306.44%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
69,723
shares
|
$1.98 Million
0.28% of portfolio
|
Q4 2024
Added 3136.91%
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
69,714
shares
|
$1.98 Million
2.0% of portfolio
|
Q4 2024
Added 868.92%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
69,446
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
Added 290.74%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
69,319
shares
|
$1.97 Million
0.14% of portfolio
|
Q4 2024
Added 310.39%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
68,910
shares
|
$1.96 Million
0.98% of portfolio
|
Q4 2024
Added 299.97%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
68,883
shares
|
$1.96 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
68,176
shares
|
$1.94 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
68,126
shares
|
$1.94 Million
1.9% of portfolio
|
Q4 2024
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
68,107
shares
|
$1.94 Million
0.4% of portfolio
|
Q4 2024
Added 381.08%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
67,143
shares
|
$1.91 Million
0.14% of portfolio
|
Q1 2024
Added 60.46%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
67,005
shares
|
$1.9 Million
1.27% of portfolio
|
Q4 2024
Added 261.92%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
66,760
shares
|
$1.9 Million
1.59% of portfolio
|
Q4 2024
Added 304.56%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
66,555
shares
|
$1.89 Million
1.9% of portfolio
|
Q4 2024
Added 305.21%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
66,170
shares
|
$1.88 Million
1.41% of portfolio
|
Q4 2024
Added 903.49%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
65,922
shares
|
$1.87 Million
0.17% of portfolio
|
Q1 2024
Reduced 9.96%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
65,827
shares
|
$1.87 Million
0.3% of portfolio
|
Q4 2024
Added 300.02%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
65,562
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
65,161
shares
|
$1.85 Million
0.19% of portfolio
|
Q4 2024
Added 291.57%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
65,033
shares
|
$1.85 Million
0.49% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
65,031
shares
|
$1.85 Million
1.59% of portfolio
|
Q4 2024
New holding
|