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 1,465 institutions that hold shares in the stock, with a total of 2.26 Billion shares, which have been reported (via 13F filing form) to have a value of $63.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
51,357
shares
|
$1.41 Million
0.08% of portfolio
|
Q4 2024
Added 604.97%
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
50,946
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2024
Added 284.96%
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
50,648
shares
|
$1.39 Million
0.26% of portfolio
|
Q4 2024
Added 300.0%
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
50,359
shares
|
$1.38 Million
0.24% of portfolio
|
Q4 2024
Added 430.43%
|
|
Security National Bank Of So Dak
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
50,128
shares
|
$1.37 Million
0.83% of portfolio
|
Q4 2024
Added 300.0%
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
50,064
shares
|
$1.37 Million
0.32% of portfolio
|
Q4 2024
Added 315.74%
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
50,048
shares
|
$1.37 Million
0.41% of portfolio
|
Q4 2024
Added 381.0%
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
49,737
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Added 302.66%
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
49,688
shares
|
$1.36 Million
0.89% of portfolio
|
Q4 2024
Added 249.4%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
49,516
shares
|
$1.36 Million
0.06% of portfolio
|
Q4 2024
Added 305.47%
|
|
Lindenwold Advisors
|
Feb 10, 2025 Q4 2024 |
49,450
shares
|
$1.35 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
49,337
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2024
Added 370.68%
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
48,757
shares
|
$1.34 Million
0.17% of portfolio
|
Q4 2024
Added 393.79%
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
48,403
shares
|
$1.33 Million
0.11% of portfolio
|
Q4 2024
Added 285.37%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
48,353
shares
|
$1.32 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
Paradigm Capital Management, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
47,569
shares
|
$1.3 Million
1.24% of portfolio
|
Q4 2024
Added 351.1%
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
46,911
shares
|
$1.28 Million
1.6% of portfolio
|
Q4 2024
Added 310.67%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
46,825
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 296.75%
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
46,676
shares
|
$1.28 Million
0.03% of portfolio
|
Q4 2024
Added 393.72%
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
46,408
shares
|
$1.27 Million
0.12% of portfolio
|
Q4 2024
Added 278.62%
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
45,744
shares
|
$1.25 Million
0.53% of portfolio
|
Q4 2024
Added 279.97%
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
45,720
shares
|
$1.25 Million
0.05% of portfolio
|
Q4 2024
Added 300.03%
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
45,713
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Added 210.55%
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
45,704
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2024
Added 298.47%
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
45,582
shares
|
$1.25 Million
0.27% of portfolio
|
Q4 2024
Added 281.79%
|