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 |
|---|---|---|---|---|---|
|
Elite Financial, Inc.
Lewiston, ID |
Mar 06, 2025 Q4 2024 |
347,392
shares
|
$9.09 Million
5.25% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
346,140
shares
|
$9.06 Million
4.21% of portfolio
|
Q4 2024
Added 297.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
344,279
shares
|
$9.01 Million
0.4% of portfolio
|
Q4 2024
Added 353.9%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
342,455
shares
|
$8.96 Million
8.71% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
342,438
shares
|
$8.96 Million
3.53% of portfolio
|
Q4 2024
Added 285.47%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
340,260
shares
|
$8.9 Million
2.34% of portfolio
|
Q4 2024
Added 339.19%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
340,188
shares
|
$8.9 Million
6.82% of portfolio
|
Q4 2024
Added 283.7%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
328,357
shares
|
$8.59 Million
1.73% of portfolio
|
Q4 2024
Added 297.2%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
327,595
shares
|
$8.57 Million
0.57% of portfolio
|
Q4 2024
Added 295.16%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
325,633
shares
|
$8.52 Million
5.26% of portfolio
|
Q4 2024
Added 311.62%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
325,551
shares
|
$8.52 Million
2.16% of portfolio
|
Q4 2024
Added 289.52%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
325,123
shares
|
$8.51 Million
0.14% of portfolio
|
Q4 2024
Added 375.27%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
324,526
shares
|
$8.49 Million
1.37% of portfolio
|
Q4 2024
Added 196.49%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
323,545
shares
|
$8.47 Million
1.17% of portfolio
|
Q2 2023
Reduced 1.02%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
320,876
shares
|
$8.4 Million
19.11% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
319,366
shares
|
$8.36 Million
0.04% of portfolio
|
Q4 2024
Added 1186.78%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
314,132
shares
|
$8.22 Million
0.44% of portfolio
|
Q4 2024
Added 298.86%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
313,285
shares
|
$8.2 Million
1.44% of portfolio
|
Q4 2024
Added 300.17%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
313,169
shares
|
$8.2 Million
5.85% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
312,398
shares
|
$8.18 Million
0.29% of portfolio
|
Q4 2024
Added 96.3%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
311,327
shares
|
$8.15 Million
0.87% of portfolio
|
Q4 2024
Added 489.68%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
310,678
shares
|
$8.13 Million
0.83% of portfolio
|
Q4 2024
Added 99.25%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
310,411
shares
|
$8.12 Million
4.37% of portfolio
|
Q4 2024
Added 306.25%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
305,837
shares
|
$8 Million
2.85% of portfolio
|
Q4 2024
Added 313.08%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
304,611
shares
|
$7.97 Million
0.7% of portfolio
|
Q4 2023
Added 2.27%
|