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 1,451 institutions that hold shares in the stock, with a total of 2.25 Billion shares, which have been reported (via 13F filing form) to have a value of $65.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,800
shares
|
$52,092
0.02% of portfolio
|
Q2 2022
Reduced 8.91%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
1,775
shares
|
$51,368
0.07% of portfolio
|
Q4 2024
Added 307.11%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
1,757
shares
|
$50,847
0.02% of portfolio
|
Q4 2024
Added 650.85%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
1,748
shares
|
$50,587
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,712
shares
|
$49,545
0.03% of portfolio
|
Q4 2024
Added 707.55%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,708
shares
|
$49,429
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,660
shares
|
$48,040
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,650
shares
|
$47,751
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,628
shares
|
$47,114
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
1,600
shares
|
$46,304
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
1,584
shares
|
$45,840
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,450
shares
|
$41,963
0.02% of portfolio
|
Q4 2024
Added 300.55%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,424
shares
|
$41,210
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
1,404
shares
|
$40,631
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
1,356
shares
|
$39,242
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,353
shares
|
$39,155
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,304
shares
|
$37,737
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,296
shares
|
$37,506
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,280
shares
|
$37,043
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
1,276
shares
|
$36,927
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,257
shares
|
$36,377
0.09% of portfolio
|
Q3 2024
Added 178.1%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
1,244
shares
|
$36,001
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,224
shares
|
$35,422
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,200
shares
|
$34,728
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
1,188
shares
|
$34,380
0.01% of portfolio
|
Q4 2024
Added 300.0%
|