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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
64,052
shares
|
$1.82 Million
0.94% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
63,747
shares
|
$1.81 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
63,330
shares
|
$1.8 Million
0.27% of portfolio
|
Q4 2024
Added 944.7%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
62,891
shares
|
$1.79 Million
1.01% of portfolio
|
Q4 2024
Added 532.13%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
62,869
shares
|
$1.79 Million
4.3% of portfolio
|
Q3 2024
Added 31.37%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
62,159
shares
|
$1.77 Million
0.02% of portfolio
|
Q4 2024
Added 290.54%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
62,149
shares
|
$1.77 Million
0.68% of portfolio
|
Q4 2024
Added 299.44%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
62,124
shares
|
$1.77 Million
0.22% of portfolio
|
Q4 2024
Added 287.86%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
62,058
shares
|
$1.76 Million
0.07% of portfolio
|
Q4 2024
Added 317.79%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
61,507
shares
|
$1.75 Million
0.6% of portfolio
|
Q4 2024
Added 300.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
60,842
shares
|
$1.73 Million
0.11% of portfolio
|
Q2 2024
Added 5.48%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
60,824
shares
|
$1.73 Million
0.04% of portfolio
|
Q4 2024
Added 365.02%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
60,473
shares
|
$1.72 Million
0.69% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
59,835
shares
|
$1.7 Million
0.15% of portfolio
|
Q4 2024
Added 301.93%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
59,544
shares
|
$1.69 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
58,038
shares
|
$1.65 Million
1.32% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
58,002
shares
|
$1.65 Million
0.34% of portfolio
|
Q4 2024
Added 267.54%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
57,812
shares
|
$1.64 Million
0.04% of portfolio
|
Q4 2024
Added 294.54%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
57,802
shares
|
$1.64 Million
0.98% of portfolio
|
Q4 2024
Added 393.74%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
57,457
shares
|
$1.63 Million
9.29% of portfolio
|
Q4 2023
Reduced 0.51%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
57,356
shares
|
$1.63 Million
0.86% of portfolio
|
Q4 2024
Added 346.94%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
57,135
shares
|
$1.62 Million
0.44% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Feb 05, 2025 Q4 2024 |
57,120
shares
|
$1.62 Million
0.28% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Financial Consulate, Inc
|
Jan 31, 2025 Q4 2024 |
56,921
shares
|
$1.62 Million
0.44% of portfolio
|
Q4 2024
Added 385.05%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
56,878
shares
|
$1.62 Million
2.01% of portfolio
|
Q4 2024
Added 364.39%
|