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 |
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
40,505
shares
|
$1.11 Million
0.3% of portfolio
|
Q4 2024
Added 300.44%
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
40,500
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Added 318.35%
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
40,493
shares
|
$1.11 Million
0.86% of portfolio
|
Q4 2024
Added 329.27%
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
40,161
shares
|
$1.1 Million
0.24% of portfolio
|
Q4 2024
Added 685.47%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
40,142
shares
|
$1.1 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
40,031
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Added 243.05%
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
39,906
shares
|
$1.09 Million
0.97% of portfolio
|
Q4 2024
Added 260.68%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
39,789
shares
|
$1.09 Million
0.37% of portfolio
|
Q4 2024
Added 296.86%
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
39,346
shares
|
$1.08 Million
0.13% of portfolio
|
Q4 2024
Added 291.93%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
39,181
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
39,043
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2024
Added 300.15%
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
38,913
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
38,747
shares
|
$1.06 Million
0.87% of portfolio
|
Q1 2024
Added 204.11%
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Feb 19, 2025 Q4 2024 |
38,584
shares
|
$1.06 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
38,470
shares
|
$1.05 Million
0.11% of portfolio
|
Q4 2024
Added 168.66%
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
38,378
shares
|
$1.05 Million
1.14% of portfolio
|
Q3 2024
Added 458.88%
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
38,164
shares
|
$1.05 Million
0.15% of portfolio
|
Q4 2024
Added 296.39%
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
38,069
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 290.29%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
37,916
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 412.93%
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
37,687
shares
|
$1.03 Million
0.17% of portfolio
|
Q4 2024
Added 302.47%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
37,664
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Added 293.32%
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
37,467
shares
|
$1.03 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
37,361
shares
|
$1.02 Million
0.27% of portfolio
|
Q4 2024
Added 296.4%
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
37,352
shares
|
$1.02 Million
0.77% of portfolio
|
Q4 2024
Added 300.0%
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
37,120
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Added 275.25%
|