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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,124
shares
|
$32,528
0.0% of portfolio
|
Q4 2024
Added 479.38%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,025
shares
|
$29,663
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,017
shares
|
$29,431
0.01% of portfolio
|
Q4 2024
Added 300.39%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$28,940
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
996
shares
|
$28,824
0.0% of portfolio
|
Q4 2024
Added 53.47%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
991
shares
|
$28,679
0.01% of portfolio
|
Q4 2024
Added 299.6%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
944
shares
|
$27,319
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
904
shares
|
$26,161
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$26,046
0.03% of portfolio
|
Q4 2022
Reduced 66.2%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
876
shares
|
$25,351
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
872
shares
|
$25,235
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
848
shares
|
$24,541
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
816
shares
|
$23,615
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
813
shares
|
$23,528
0.0% of portfolio
|
Q4 2024
Added 300.49%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
800
shares
|
$23,152
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
782
shares
|
$22,631
0.01% of portfolio
|
Q4 2024
Added 298.98%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
743
shares
|
$21,502
0.0% of portfolio
|
Q4 2024
Added 673.96%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
732
shares
|
$21,184
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
713
shares
|
$20,634
0.01% of portfolio
|
Q4 2024
Added 300.56%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
700
shares
|
$20,258
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
692
shares
|
$20,026
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
683
shares
|
$19,766
0.0% of portfolio
|
Q4 2024
Added 299.42%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
660
shares
|
$19,100
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
657
shares
|
$19,013
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
657
shares
|
$19,013
0.0% of portfolio
|
Q2 2023
Added 0.15%
|