Institutional Ownership Schwab Strategic Tr Us Large C (SCHG)
Currently, there are no institutions holding Schwab Strategic Tr Us Large C (SCHG). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
9,032
shares
|
$231,309
0.03% of portfolio
|
Q4 2024
Added 326.84%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
9,008
shares
|
$230,694
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
8,995
shares
|
$230,361
0.05% of portfolio
|
Q4 2024
Added 299.78%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
8,984
shares
|
$230,080
0.11% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
8,955
shares
|
$229,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,946
shares
|
$229,107
0.04% of portfolio
|
Q4 2022
Reduced 70.8%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
8,924
shares
|
$228,543
0.03% of portfolio
|
Q4 2024
Added 296.98%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
8,908
shares
|
$228,133
0.0% of portfolio
|
Q4 2024
Added 295.21%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,888
shares
|
$227,621
0.06% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
8,881
shares
|
$227,442
0.05% of portfolio
|
Q4 2024
Added 314.42%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
8,864
shares
|
$227,007
0.2% of portfolio
|
Q4 2024
Added 530.89%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
8,849
shares
|
$226,622
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
8,756
shares
|
$224,241
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
8,721
shares
|
$223,344
0.19% of portfolio
|
Q4 2024
Added 283.51%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
8,720
shares
|
$223,319
0.0% of portfolio
|
Q4 2024
Added 286.7%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
8,719
shares
|
$223,293
0.08% of portfolio
|
Q4 2024
Added 300.14%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
8,648
shares
|
$221,475
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,617
shares
|
$220,681
0.13% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
8,608
shares
|
$220,450
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,587
shares
|
$219,913
0.26% of portfolio
|
Q4 2022
Added 0.62%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
8,456
shares
|
$216,558
0.07% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,452
shares
|
$216,455
0.12% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,435
shares
|
$216,020
0.13% of portfolio
|
Q1 2023
Reduced 4.15%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
8,408
shares
|
$215,328
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
8,400
shares
|
$215,124
0.02% of portfolio
|
Q4 2024
Added 300.0%
|