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 |
|---|---|---|---|---|---|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
12,410
shares
|
$353,312
0.17% of portfolio
|
Q4 2024
Added 299.94%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12,384
shares
|
$352,572
0.26% of portfolio
|
Q2 2024
Reduced 25.39%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
12,352
shares
|
$351,661
0.01% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,257
shares
|
$348,956
0.15% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
12,257
shares
|
$348,956
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,212
shares
|
$347,675
0.06% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
12,204
shares
|
$347,447
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
12,182
shares
|
$346,821
0.01% of portfolio
|
Q4 2024
Added 300.33%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,151
shares
|
$345,938
0.0% of portfolio
|
Q2 2023
Added 6.37%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
12,080
shares
|
$343,917
0.18% of portfolio
|
Q4 2024
Added 248.23%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
12,042
shares
|
$342,835
0.28% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
12,039
shares
|
$342,750
0.56% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,963
shares
|
$340,586
0.06% of portfolio
|
Q2 2022
Reduced 1.51%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
11,876
shares
|
$338,109
0.25% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
11,802
shares
|
$336,002
0.0% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,801
shares
|
$335,974
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
11,735
shares
|
$334,095
0.34% of portfolio
|
Q3 2024
Added 148.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,721
shares
|
$333,696
0.03% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
11,715
shares
|
$333,526
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
11,707
shares
|
$333,298
0.8% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
11,668
shares
|
$332,187
0.01% of portfolio
|
Q4 2024
Added 117.89%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
11,619
shares
|
$330,792
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
11,591
shares
|
$329,995
0.07% of portfolio
|
Q4 2024
Added 356.7%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
11,584
shares
|
$329,796
2.94% of portfolio
|
Q3 2023
Reduced 95.77%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
11,565
shares
|
$329,255
0.08% of portfolio
|
Q3 2024
Added 1.88%
|