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 1,476 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 $57.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
11,480
shares
|
$294,002
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
11,371
shares
|
$291,211
0.09% of portfolio
|
Q4 2024
Added 313.04%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
11,307
shares
|
$289,572
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
11,240
shares
|
$287,856
0.08% of portfolio
|
Q4 2024
Added 299.72%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
11,171
shares
|
$286,089
0.06% of portfolio
|
Q4 2024
Added 300.39%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
11,100
shares
|
$284,271
0.29% of portfolio
|
Q2 2023
Added 326.92%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
11,065
shares
|
$283,374
0.11% of portfolio
|
Q4 2024
Added 300.04%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
11,058
shares
|
$283,195
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
11,011
shares
|
$281,991
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jan 17, 2025 Q4 2024 |
11,008
shares
|
$281,914
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
11,005
shares
|
$281,838
0.13% of portfolio
|
Q4 2024
Added 261.41%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
10,981
shares
|
$281,223
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
10,940
shares
|
$280,173
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
10,924
shares
|
$279,763
0.46% of portfolio
|
Q2 2022
Added 19.02%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
10,896
shares
|
$279,046
0.09% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
10,896
shares
|
$279,046
0.01% of portfolio
|
Q4 2024
Added 387.3%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
10,808
shares
|
$276,792
0.1% of portfolio
|
Q4 2024
Added 300.3%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
10,770
shares
|
$275,819
0.1% of portfolio
|
Q4 2024
Added 356.16%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
10,740
shares
|
$275,051
0.1% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
10,729
shares
|
$274,769
0.11% of portfolio
|
Q4 2024
Added 244.1%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
10,720
shares
|
$274,539
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
10,688
shares
|
$273,719
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
10,647
shares
|
$272,669
0.02% of portfolio
|
Q4 2024
Added 299.96%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
10,644
shares
|
$272,592
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,642
shares
|
$272,541
0.38% of portfolio
|
Q3 2023
Added 0.01%
|