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 1,365 institutions that hold shares in the stock, with a total of 1.88 Billion shares, which have been reported (via 13F filing form) to have a value of $53.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
16,808
shares
|
$478,523
0.07% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
16,655
shares
|
$474,167
0.18% of portfolio
|
Q4 2024
Added 294.2%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
16,564
shares
|
$471,577
0.18% of portfolio
|
Q4 2024
Added 346.59%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
16,535
shares
|
$470,751
0.01% of portfolio
|
Q4 2024
Added 299.98%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
16,521
shares
|
$470,352
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
16,521
shares
|
$470,352
0.1% of portfolio
|
Q3 2024
Added 27.49%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16,520
shares
|
$470,324
0.07% of portfolio
|
Q4 2024
Added 285.89%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
16,502
shares
|
$469,811
1.55% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
16,456
shares
|
$468,502
0.28% of portfolio
|
Q3 2024
Reduced 15.68%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
16,253
shares
|
$462,722
0.32% of portfolio
|
Q4 2024
Added 433.94%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
16,188
shares
|
$460,872
0.23% of portfolio
|
Q4 2022
Added 3.94%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
16,149
shares
|
$459,762
1.22% of portfolio
|
Q3 2024
Reduced 27.8%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
16,123
shares
|
$459,021
0.37% of portfolio
|
Q4 2024
Added 300.37%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
16,073
shares
|
$457,598
0.03% of portfolio
|
Q4 2024
Added 321.53%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,062
shares
|
$457,285
0.01% of portfolio
|
Q4 2024
Added 293.48%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
16,061
shares
|
$457,256
0.16% of portfolio
|
Q4 2024
Added 216.6%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
16,052
shares
|
$457,000
0.13% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
16,047
shares
|
$456,858
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
16,032
shares
|
$456,431
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
15,994
shares
|
$455,349
0.35% of portfolio
|
Q4 2024
Added 250.98%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
15,916
shares
|
$453,128
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
15,896
shares
|
$452,559
0.37% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
15,781
shares
|
$449,285
0.31% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
15,544
shares
|
$442,537
0.06% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
15,498
shares
|
$441,228
0.43% of portfolio
|
Q4 2024
New holding
|