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 1,486 institutions that hold shares in the stock, with a total of 2.27 Billion shares, which have been reported (via 13F filing form) to have a value of $56.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
410,443
shares
|
$10.3 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
409,243
shares
|
$10.2 Million
1.89% of portfolio
|
Q4 2024
Added 289.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
408,444
shares
|
$10.2 Million
0.1% of portfolio
|
Q4 2024
Added 385.42%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
407,816
shares
|
$10.2 Million
5.41% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Alpha Omega Group, Inc.
|
Feb 07, 2025 Q4 2024 |
407,393
shares
|
$10.2 Million
13.58% of portfolio
|
Q4 2024
Added 13270.3%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
403,929
shares
|
$10.1 Million
8.05% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
402,441
shares
|
$10.1 Million
0.55% of portfolio
|
Q4 2024
Added 319.37%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
398,314
shares
|
$9.97 Million
7.75% of portfolio
|
Q4 2024
Added 288.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
396,496
shares
|
$9.92 Million
6.34% of portfolio
|
Q4 2024
Added 336.77%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
395,774
shares
|
$9.9 Million
3.98% of portfolio
|
Q4 2024
Added 300.5%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
380,820
shares
|
$9.53 Million
0.55% of portfolio
|
Q4 2024
Added 240.95%
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
379,581
shares
|
$9.5 Million
3.82% of portfolio
|
Q4 2024
Added 305.53%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
376,576
shares
|
$9.42 Million
3.06% of portfolio
|
Q4 2024
Added 383.79%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
376,469
shares
|
$9.42 Million
3.95% of portfolio
|
Q1 2025
Added 23.09%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
372,331
shares
|
$9.32 Million
4.7% of portfolio
|
Q4 2024
Added 301.82%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
370,734
shares
|
$9.28 Million
5.23% of portfolio
|
Q4 2024
Added 299.7%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
370,113
shares
|
$9.26 Million
8.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
368,317
shares
|
$9.22 Million
0.15% of portfolio
|
Q4 2024
Added 169.3%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
368,316
shares
|
$9.22 Million
4.88% of portfolio
|
Q4 2024
Added 302.17%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
367,301
shares
|
$9.19 Million
10.64% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
366,409
shares
|
$9.17 Million
0.21% of portfolio
|
Q4 2024
Added 336.53%
|
|
|
Mc Carthy Asset Management, Inc.
|
Feb 14, 2025 Q4 2024 |
363,528
shares
|
$9.1 Million
8.34% of portfolio
|
Q4 2024
Added 276.79%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
363,351
shares
|
$9.09 Million
10.64% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
360,714
shares
|
$9.03 Million
2.07% of portfolio
|
Q4 2024
Added 302.21%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
358,865
shares
|
$8.98 Million
8.75% of portfolio
|
Q4 2024
Added 296.41%
|