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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
3,438
shares
|
$97,879
0.02% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
3,437
shares
|
$97,851
0.28% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
3,430
shares
|
$97,652
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
3,420
shares
|
$97,367
0.01% of portfolio
|
Q3 2024
Added 35.77%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
3,383
shares
|
$96,314
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,371
shares
|
$95,972
0.0% of portfolio
|
Q2 2024
Added 54.42%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
3,370
shares
|
$95,943
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
3,366
shares
|
$95,830
0.04% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
3,361
shares
|
$95,687
0.12% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,282
shares
|
$93,438
0.02% of portfolio
|
Q3 2023
Reduced 15.04%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
3,276
shares
|
$93,267
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,260
shares
|
$92,812
0.04% of portfolio
|
Q4 2024
Added 199.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,206
shares
|
$91,274
0.06% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
3,183
shares
|
$90,620
0.09% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,154
shares
|
$89,794
0.01% of portfolio
|
Q4 2024
Added 314.45%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
3,145
shares
|
$89,538
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
3,139
shares
|
$89,367
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
3,104
shares
|
$88,370
0.27% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
3,086
shares
|
$87,858
0.01% of portfolio
|
Q4 2024
Added 303.4%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
3,077
shares
|
$87,602
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
3,076
shares
|
$87,573
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Omega Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,047
shares
|
$86,748
0.45% of portfolio
|
Q3 2024
Reduced 97.37%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
3,044
shares
|
$86,662
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
3,032
shares
|
$86,321
0.05% of portfolio
|
Q4 2024
Added 226.02%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
3,001
shares
|
$85,438
0.02% of portfolio
|
Q4 2023
New holding
|