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 |
|---|---|---|---|---|---|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
310,411
shares
|
$7.77 Million
4.37% of portfolio
|
Q4 2024
Added 306.25%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
304,611
shares
|
$7.62 Million
0.7% of portfolio
|
Q4 2023
Added 2.27%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
301,293
shares
|
$7.54 Million
0.01% of portfolio
|
Q4 2024
Added 758.56%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
301,044
shares
|
$7.53 Million
3.38% of portfolio
|
Q4 2024
Added 326.6%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
300,439
shares
|
$7.52 Million
0.83% of portfolio
|
Q1 2023
Reduced 3.8%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
300,322
shares
|
$7.51 Million
0.08% of portfolio
|
Q4 2024
Added 280.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
299,578
shares
|
$7.5 Million
0.28% of portfolio
|
Q4 2024
Added 947.95%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
295,657
shares
|
$7.4 Million
0.91% of portfolio
|
Q4 2024
Added 312.73%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
294,725
shares
|
$7.37 Million
3.53% of portfolio
|
Q4 2024
Added 365.15%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
287,185
shares
|
$7.19 Million
3.97% of portfolio
|
Q4 2024
Added 298.69%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
286,500
shares
|
$7.17 Million
2.48% of portfolio
|
Q4 2024
Added 320.24%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
285,204
shares
|
$7.14 Million
2.73% of portfolio
|
Q4 2024
Added 296.43%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
284,851
shares
|
$7.13 Million
1.74% of portfolio
|
Q4 2024
Added 270.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
284,563
shares
|
$7.12 Million
0.02% of portfolio
|
Q4 2024
Added 334.04%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
282,450
shares
|
$7.07 Million
13.65% of portfolio
|
Q2 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
281,091
shares
|
$7.03 Million
0.05% of portfolio
|
Q4 2024
Added 922.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,917
shares
|
$7.03 Million
0.02% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
280,823
shares
|
$7.03 Million
0.15% of portfolio
|
Q4 2024
Added 881.25%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
280,153
shares
|
$7.01 Million
0.28% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
276,341
shares
|
$6.91 Million
3.87% of portfolio
|
Q4 2024
Added 300.01%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
276,106
shares
|
$6.91 Million
3.01% of portfolio
|
Q4 2024
Added 276.28%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
274,756
shares
|
$6.87 Million
0.95% of portfolio
|
Q4 2024
Added 296.74%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
273,500
shares
|
$6.84 Million
3.22% of portfolio
|
Q4 2024
Added 286.86%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
273,498
shares
|
$6.84 Million
8.14% of portfolio
|
Q4 2024
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
272,259
shares
|
$6.81 Million
0.27% of portfolio
|
Q4 2024
Added 317.38%
|