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 1,437 institutions that hold shares in the stock, with a total of 2.18 Billion shares, which have been reported (via 13F filing form) to have a value of $63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
140
shares
|
$4,041
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
128
shares
|
$3,695
0.01% of portfolio
|
Q2 2024
Reduced 46.22%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
125
shares
|
$3,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
108
shares
|
$3,117
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
104
shares
|
$3,002
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
92
shares
|
$2,656
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
87
shares
|
$2,511
0.0% of portfolio
|
Q4 2024
Reduced 96.21%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
80
shares
|
$2,309
0.0% of portfolio
|
Q4 2024
Reduced 99.28%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
80
shares
|
$2,309
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
74
shares
|
$2,136
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
68
shares
|
$1,963
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
52
shares
|
$1,501
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
51
shares
|
$1,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
32
shares
|
$923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
26
shares
|
$750
0.0% of portfolio
|
Q4 2024
Added 869.23%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
24
shares
|
$692
0.0% of portfolio
|
Q4 2024
Added 71.43%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11
shares
|
$317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
8
shares
|
$230
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
5
shares
|
$144
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
5
shares
|
$144
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$57
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
2
shares
|
$57
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$57
0.01% of portfolio
|
Q4 2024
Reduced 99.54%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
1
shares
|
$28
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1
shares
|
$28
0.0% of portfolio
|
Q4 2024
New holding
|