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 1,389 institutions that hold shares in the stock, with a total of 1.95 Billion shares, which have been reported (via 13F filing form) to have a value of $55.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
26,697
shares
|
$767,004
1.0% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
26,563
shares
|
$763,154
0.33% of portfolio
|
Q4 2024
Added 300.17%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
26,491
shares
|
$761,086
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
26,439
shares
|
$759,592
0.03% of portfolio
|
Q3 2023
Reduced 5.48%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
26,350
shares
|
$757,035
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
26,069
shares
|
$748,962
0.03% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
25,558
shares
|
$734,281
0.69% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
25,558
shares
|
$734,281
0.42% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
25,395
shares
|
$729,598
0.07% of portfolio
|
Q4 2024
Added 300.36%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
25,289
shares
|
$726,552
0.35% of portfolio
|
Q4 2024
Added 307.95%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
25,272
shares
|
$726,064
0.03% of portfolio
|
Q4 2024
Added 247.24%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
24,838
shares
|
$713,595
0.22% of portfolio
|
Q4 2024
Added 291.21%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
24,825
shares
|
$713,222
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
24,819
shares
|
$713,049
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
24,734
shares
|
$710,607
0.85% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
24,660
shares
|
$708,481
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
24,647
shares
|
$708,108
0.01% of portfolio
|
Q4 2024
Added 336.23%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
24,505
shares
|
$704,028
0.2% of portfolio
|
Q4 2024
Added 324.92%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
24,431
shares
|
$701,902
0.01% of portfolio
|
Q4 2024
Added 326.3%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
24,421
shares
|
$701,615
0.08% of portfolio
|
Q4 2024
Added 297.74%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
24,148
shares
|
$693,772
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
24,007
shares
|
$689,721
0.14% of portfolio
|
Q3 2024
Added 25.35%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
23,927
shares
|
$687,422
0.47% of portfolio
|
Q4 2024
Added 301.73%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
23,915
shares
|
$687,077
0.01% of portfolio
|
Q4 2024
Added 200.89%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
23,897
shares
|
$686,560
0.01% of portfolio
|
Q4 2024
Added 307.24%
|