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 |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
42,258
shares
|
$1.2 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
42,025
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
42,001
shares
|
$1.19 Million
0.31% of portfolio
|
Q4 2024
Added 318.84%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
41,861
shares
|
$1.19 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
41,826
shares
|
$1.19 Million
0.17% of portfolio
|
Q4 2024
Added 294.1%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,548
shares
|
$1.18 Million
2.06% of portfolio
|
Q1 2024
Added 10.46%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
41,434
shares
|
$1.18 Million
1.98% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
41,433
shares
|
$1.18 Million
0.88% of portfolio
|
Q3 2024
Added 62.67%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
41,271
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 80.93%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
40,979
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Added 349.92%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
40,510
shares
|
$1.15 Million
0.3% of portfolio
|
Q4 2024
Added 174.25%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
40,505
shares
|
$1.15 Million
0.3% of portfolio
|
Q4 2024
Added 300.44%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
40,500
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Added 318.35%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
40,142
shares
|
$1.14 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
40,031
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
Added 243.05%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
39,906
shares
|
$1.13 Million
0.97% of portfolio
|
Q4 2024
Added 260.68%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
39,346
shares
|
$1.12 Million
0.13% of portfolio
|
Q4 2024
Added 291.93%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
39,181
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
39,043
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Added 300.15%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
38,747
shares
|
$1.1 Million
0.87% of portfolio
|
Q1 2024
Added 204.11%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
38,470
shares
|
$1.09 Million
0.11% of portfolio
|
Q4 2024
Added 168.66%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
38,378
shares
|
$1.09 Million
1.14% of portfolio
|
Q3 2024
Added 458.88%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
37,916
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2024
Added 412.93%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
37,687
shares
|
$1.07 Million
0.17% of portfolio
|
Q4 2024
Added 302.47%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
37,664
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2024
Added 293.32%
|