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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
2,839
shares
|
$80,826
0.02% of portfolio
|
Q4 2024
Added 299.86%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
2,796
shares
|
$79,602
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,790
shares
|
$79,431
0.06% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,764
shares
|
$78,691
0.03% of portfolio
|
Q2 2024
Added 4.22%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,685
shares
|
$76,441
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
2,685
shares
|
$76,441
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
2,672
shares
|
$76,071
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
2,671
shares
|
$76,043
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
2,664
shares
|
$75,844
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
2,650
shares
|
$75,445
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
2,638
shares
|
$75,103
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,638
shares
|
$75,103
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,631
shares
|
$74,904
0.03% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
2,550
shares
|
$72,598
0.04% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
2,523
shares
|
$71,829
0.14% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,508
shares
|
$71,402
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
2,506
shares
|
$71,345
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
2,500
shares
|
$71,175
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,500
shares
|
$71,175
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,485
shares
|
$70,747
0.04% of portfolio
|
Q3 2024
Added 61.26%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
2,477
shares
|
$70,520
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,468
shares
|
$70,263
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Check Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
2,450
shares
|
$69,751
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
2,432
shares
|
$69,239
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
2,398
shares
|
$68,271
0.06% of portfolio
|
Q3 2024
New holding
|