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 1,389 institutions that hold shares in the stock, with a total of 1.95 Billion shares, which have been reported (via 13F filing form) to have a value of $55.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Riverstone Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
9,560
shares
|
$273,320
0.15% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
9,560
shares
|
$273,320
0.26% of portfolio
|
Q4 2023
Added 1.06%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
9,494
shares
|
$271,433
0.17% of portfolio
|
Q3 2024
Added 82.44%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
9,457
shares
|
$270,375
0.16% of portfolio
|
Q4 2024
Added 300.04%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
9,454
shares
|
$270,289
0.03% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
9,433
shares
|
$269,689
0.78% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,411
shares
|
$269,060
0.02% of portfolio
|
Q4 2024
Added 337.31%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
9,376
shares
|
$268,059
0.09% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
9,342
shares
|
$267,087
0.6% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
9,338
shares
|
$266,973
0.7% of portfolio
|
Q2 2024
Reduced 14.63%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
9,299
shares
|
$265,858
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
9,235
shares
|
$264,028
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
9,222
shares
|
$263,656
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,208
shares
|
$263,256
0.04% of portfolio
|
Q4 2024
Added 304.57%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,198
shares
|
$262,970
0.09% of portfolio
|
Q4 2024
Added 214.35%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,185
shares
|
$262,599
0.04% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
9,137
shares
|
$261,226
0.05% of portfolio
|
Q4 2024
Added 300.04%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
9,108
shares
|
$260,397
0.02% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
9,008
shares
|
$257,538
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
8,995
shares
|
$257,167
0.05% of portfolio
|
Q4 2024
Added 299.78%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
8,984
shares
|
$256,852
0.11% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
8,955
shares
|
$256,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,946
shares
|
$255,766
0.04% of portfolio
|
Q4 2022
Reduced 70.8%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
8,924
shares
|
$255,137
0.03% of portfolio
|
Q4 2024
Added 296.98%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
8,894
shares
|
$254,279
0.21% of portfolio
|
Q3 2024
Added 9.18%
|