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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
555
shares
|
$13,919
0.01% of portfolio
|
Q4 2024
Added 344.0%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
552
shares
|
$13,844
0.0% of portfolio
|
Q4 2024
Added 294.29%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
551
shares
|
$13,819
0.01% of portfolio
|
Q4 2024
Added 1474.29%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
512
shares
|
$12,840
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
504
shares
|
$12,640
0.0% of portfolio
|
Q4 2024
Added 869.23%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
496
shares
|
$12,439
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
496
shares
|
$12,439
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
476
shares
|
$11,938
0.0% of portfolio
|
Q4 2024
Added 274.8%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
452
shares
|
$11,336
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
448
shares
|
$11,235
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
438
shares
|
$10,985
0.0% of portfolio
|
Q4 2024
Reduced 60.58%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
424
shares
|
$10,633
0.0% of portfolio
|
Q4 2024
Added 657.14%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
408
shares
|
$10,232
0.0% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
408
shares
|
$10,232
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
400
shares
|
$10,032
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
400
shares
|
$10,032
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
392
shares
|
$9,831
0.0% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
392
shares
|
$9,831
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
390
shares
|
$9,781
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
384
shares
|
$9,630
0.0% of portfolio
|
Q4 2024
Added 336.36%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
383
shares
|
$9,605
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
360
shares
|
$9,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
350
shares
|
$8,778
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
350
shares
|
$8,778
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
347
shares
|
$8,702
0.0% of portfolio
|
Q4 2024
Added 298.85%
|