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 1,363 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 $53.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
10,729
shares
|
$305,454
0.11% of portfolio
|
Q4 2024
Added 244.1%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
10,720
shares
|
$305,198
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
10,647
shares
|
$303,120
0.02% of portfolio
|
Q4 2024
Added 299.96%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
10,644
shares
|
$303,034
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,642
shares
|
$302,977
0.38% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
10,624
shares
|
$302,465
0.12% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
10,604
shares
|
$301,895
0.11% of portfolio
|
Q4 2024
Added 404.71%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
10,597
shares
|
$301,696
0.0% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
10,588
shares
|
$301,440
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
10,545
shares
|
$300,216
1.05% of portfolio
|
Q3 2024
Added 18.91%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
10,535
shares
|
$299,931
0.0% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,518
shares
|
$299,447
1.25% of portfolio
|
Q4 2023
Reduced 2.42%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
10,512
shares
|
$299,276
0.04% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
10,488
shares
|
$298,593
0.1% of portfolio
|
Q4 2024
Added 300.46%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
10,340
shares
|
$294,379
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
10,292
shares
|
$293,013
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
10,115
shares
|
$287,974
0.26% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
10,111
shares
|
$287,860
0.08% of portfolio
|
Q4 2024
Added 339.04%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
10,039
shares
|
$285,810
0.12% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
10,026
shares
|
$285,440
0.31% of portfolio
|
Q3 2024
Added 104.32%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
10,025
shares
|
$285,411
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,941
shares
|
$283,020
0.13% of portfolio
|
Q3 2023
Added 6.94%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
9,936
shares
|
$282,877
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
9,920
shares
|
$282,422
0.06% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,892
shares
|
$281,625
0.02% of portfolio
|
Q3 2024
Reduced 67.33%
|