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 1,460 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 $65.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,563,819,806
shares
|
$45.2 Billion
97.59% of portfolio
|
Q4 2024
Added 324108.53%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
42,485,323
shares
|
$1.23 Billion
0.39% of portfolio
|
Q4 2024
Added 288.4%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
39,788,567
shares
|
$1.15 Billion
2.34% of portfolio
|
Q4 2024
Added 253.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
39,195,946
shares
|
$1.13 Billion
14.24% of portfolio
|
Q4 2024
Added 301.39%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
38,159,110
shares
|
$1.1 Billion
1.41% of portfolio
|
Q4 2024
Added 299.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
22,053,161
shares
|
$638 Million
0.26% of portfolio
|
Q4 2024
Added 413.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
17,176,803
shares
|
$497 Million
0.82% of portfolio
|
Q4 2024
Added 300.28%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
15,371,381
shares
|
$444 Million
15.54% of portfolio
|
Q4 2024
Added 293.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
14,489,666
shares
|
$419 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
14,371,770
shares
|
$415 Million
0.11% of portfolio
|
Q4 2024
Added 330.5%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
10,931,853
shares
|
$316 Million
0.02% of portfolio
|
Q4 2024
Added 427.37%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
10,890,440
shares
|
$315 Million
14.19% of portfolio
|
Q4 2024
Added 251.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,404,800
shares
|
$301 Million
0.73% of portfolio
|
Q4 2024
Added 160.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,219,837
shares
|
$238 Million
2.77% of portfolio
|
Q4 2024
Added 280.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,742,948
shares
|
$224 Million
0.18% of portfolio
|
Q4 2024
Added 318.03%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
7,620,902
shares
|
$220 Million
11.72% of portfolio
|
Q4 2024
Added 312.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
7,304,069
shares
|
$211 Million
0.44% of portfolio
|
Q4 2024
Added 296.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,110,164
shares
|
$206 Million
0.02% of portfolio
|
Q4 2024
Added 289.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,979,366
shares
|
$202 Million
0.81% of portfolio
|
Q4 2024
Added 303.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
6,289,445
shares
|
$182 Million
0.6% of portfolio
|
Q4 2024
Added 308.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,997,778
shares
|
$173 Million
0.01% of portfolio
|
Q4 2024
Added 316.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
5,840,821
shares
|
$169 Million
0.57% of portfolio
|
Q4 2024
Added 81532.72%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,128,931
shares
|
$148 Million
25.88% of portfolio
|
Q4 2024
Added 300.43%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
4,801,342
shares
|
$139 Million
1.9% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
4,609,367
shares
|
$133 Million
5.11% of portfolio
|
Q4 2024
Added 303.65%
|