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 1,473 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 |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
8,244
shares
|
$215,745
0.01% of portfolio
|
Q4 2024
Added 282.2%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
8,240
shares
|
$215,640
0.12% of portfolio
|
Q4 2022
Added 1.48%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
8,230
shares
|
$215,379
0.11% of portfolio
|
Q4 2024
Added 303.04%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
8,175
shares
|
$213,939
0.04% of portfolio
|
Q4 2024
Added 295.12%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
8,161
shares
|
$213,573
0.18% of portfolio
|
Q4 2024
Added 294.82%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
8,124
shares
|
$212,605
0.02% of portfolio
|
Q4 2024
Added 300.39%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
8,120
shares
|
$212,500
0.02% of portfolio
|
Q4 2024
Added 288.15%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
8,093
shares
|
$211,793
0.1% of portfolio
|
Q4 2024
Added 300.05%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
8,076
shares
|
$211,348
0.1% of portfolio
|
Q4 2024
Added 238.33%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
8,060
shares
|
$210,930
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
8,027
shares
|
$210,066
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
8,008
shares
|
$209,569
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
8,004
shares
|
$209,464
0.01% of portfolio
|
Q4 2024
Reduced 51.84%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
7,968
shares
|
$208,522
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
7,939
shares
|
$207,763
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
7,925
shares
|
$207,397
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7,896
shares
|
$206,638
0.1% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
7,888
shares
|
$206,428
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
7,866
shares
|
$205,853
0.02% of portfolio
|
Q4 2024
Added 299.9%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
7,855
shares
|
$205,565
0.07% of portfolio
|
Q4 2024
Added 187.83%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
7,812
shares
|
$204,440
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
7,800
shares
|
$204,126
0.01% of portfolio
|
Q4 2024
Added 262.79%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
7,796
shares
|
$204,021
0.04% of portfolio
|
Q4 2024
Added 305.2%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
7,772
shares
|
$203,393
0.0% of portfolio
|
Q4 2024
Added 75.4%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
7,760
shares
|
$203,079
0.02% of portfolio
|
Q4 2024
New holding
|