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 1,474 institutions that hold shares in the stock, with a total of 2.26 Billion shares, which have been reported (via 13F filing form) to have a value of $59.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
944
shares
|
$23,675
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
904
shares
|
$22,672
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$22,572
0.03% of portfolio
|
Q4 2022
Reduced 66.2%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
876
shares
|
$21,970
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
872
shares
|
$21,869
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
848
shares
|
$21,267
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
816
shares
|
$20,465
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
813
shares
|
$20,390
0.0% of portfolio
|
Q4 2024
Added 300.49%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
800
shares
|
$20,064
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
782
shares
|
$19,612
0.01% of portfolio
|
Q4 2024
Added 298.98%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
743
shares
|
$18,634
0.0% of portfolio
|
Q4 2024
Added 673.96%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
732
shares
|
$18,358
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
713
shares
|
$17,882
0.01% of portfolio
|
Q4 2024
Added 300.56%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
700
shares
|
$17,556
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
692
shares
|
$17,355
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
683
shares
|
$17,129
0.0% of portfolio
|
Q4 2024
Added 299.42%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
660
shares
|
$16,552
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
657
shares
|
$16,477
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
657
shares
|
$16,477
0.0% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
648
shares
|
$16,251
0.01% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
608
shares
|
$15,248
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
602
shares
|
$15,098
0.0% of portfolio
|
Q4 2024
Added 886.89%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
601
shares
|
$15,073
0.0% of portfolio
|
Q4 2024
Added 323.24%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
600
shares
|
$15,047
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
564
shares
|
$14,145
0.01% of portfolio
|
Q4 2024
New holding
|