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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
5,376
shares
|
$153,054
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
5,258
shares
|
$149,695
0.29% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
5,250
shares
|
$149,467
0.1% of portfolio
|
Q3 2024
Added 122.27%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,170
shares
|
$147,189
0.89% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
5,147
shares
|
$146,535
0.24% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
5,141
shares
|
$146,364
0.07% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,113
shares
|
$145,567
0.13% of portfolio
|
Q3 2024
Reduced 43.84%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
5,099
shares
|
$145,168
0.0% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
5,074
shares
|
$144,456
0.24% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
5,040
shares
|
$143,488
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
5,030
shares
|
$143,204
0.32% of portfolio
|
Q3 2024
Reduced 14.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
5,027
shares
|
$143,118
0.0% of portfolio
|
Q4 2024
Added 302.16%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
5,004
shares
|
$142,463
0.22% of portfolio
|
Q2 2024
Added 10.46%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,001
shares
|
$142,378
0.21% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
4,960
shares
|
$141,211
0.01% of portfolio
|
Q3 2024
Added 33.76%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,943
shares
|
$140,727
0.25% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
4,930
shares
|
$140,357
0.07% of portfolio
|
Q4 2022
Reduced 1.71%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
4,909
shares
|
$139,759
0.24% of portfolio
|
Q2 2022
Reduced 8.07%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,791
shares
|
$136,399
0.04% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
4,756
shares
|
$135,403
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
4,652
shares
|
$132,442
0.03% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
4,615
shares
|
$131,389
0.22% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
4,608
shares
|
$131,189
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
4,583
shares
|
$130,478
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
4,557
shares
|
$129,737
0.29% of portfolio
|
Q4 2022
New holding
|