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 |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
8,323
shares
|
$236,955
0.02% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
8,244
shares
|
$234,706
0.01% of portfolio
|
Q4 2024
Added 282.2%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
8,240
shares
|
$234,592
0.12% of portfolio
|
Q4 2022
Added 1.48%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
8,175
shares
|
$232,742
0.04% of portfolio
|
Q4 2024
Added 295.12%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
8,174
shares
|
$232,713
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
8,161
shares
|
$232,343
0.18% of portfolio
|
Q4 2024
Added 294.82%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
8,136
shares
|
$231,631
0.16% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
8,124
shares
|
$231,290
0.02% of portfolio
|
Q4 2024
Added 300.39%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
8,093
shares
|
$230,407
0.1% of portfolio
|
Q4 2024
Added 300.05%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
8,076
shares
|
$229,923
0.1% of portfolio
|
Q4 2024
Added 238.33%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
8,060
shares
|
$229,468
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,034
shares
|
$228,727
0.11% of portfolio
|
Q3 2024
Added 254.39%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
8,011
shares
|
$228,073
0.1% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
7,939
shares
|
$226,023
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
7,925
shares
|
$225,624
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7,896
shares
|
$224,799
0.1% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
7,888
shares
|
$224,571
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
7,887
shares
|
$224,542
0.37% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
7,855
shares
|
$223,631
0.07% of portfolio
|
Q4 2024
Added 187.83%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
7,800
shares
|
$222,066
0.01% of portfolio
|
Q4 2024
Added 262.79%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
7,760
shares
|
$220,927
0.04% of portfolio
|
Q2 2024
Reduced 11.68%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,745
shares
|
$220,500
0.21% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,720
shares
|
$219,788
0.02% of portfolio
|
Q1 2023
Added 11.56%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
7,710
shares
|
$219,503
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
7,701
shares
|
$219,247
0.04% of portfolio
|
Q4 2024
Added 300.68%
|