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 1,420 institutions that hold shares in the stock, with a total of 2.1 Billion shares, which have been reported (via 13F filing form) to have a value of $60.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
306
shares
|
$8,733
0.0% of portfolio
|
Q3 2024
Reduced 39.17%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
300
shares
|
$8,562
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
290
shares
|
$8,276
0.01% of portfolio
|
Q4 2024
Added 297.26%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
276
shares
|
$7,877
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
266
shares
|
$7,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
256
shares
|
$7,306
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
250
shares
|
$7,135
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
250
shares
|
$7,135
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
248
shares
|
$7,077
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
206
shares
|
$5,879
0.01% of portfolio
|
Q1 2022
Added 2475.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
194
shares
|
$5,536
0.0% of portfolio
|
Q4 2022
Reduced 75.54%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
176
shares
|
$5,023
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
165
shares
|
$4,709
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
160
shares
|
$4,566
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
156
shares
|
$4,452
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
154
shares
|
$4,395
0.46% of portfolio
|
Q3 2024
Reduced 99.55%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
150
shares
|
$4,281
0.01% of portfolio
|
Q2 2023
Reduced 4.46%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
147
shares
|
$4,195
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
140
shares
|
$3,995
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
128
shares
|
$3,653
0.01% of portfolio
|
Q2 2024
Reduced 46.22%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
125
shares
|
$3,567
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
119
shares
|
$3,396
0.01% of portfolio
|
Q3 2024
Reduced 81.8%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
108
shares
|
$3,082
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
104
shares
|
$2,968
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
102
shares
|
$2,911
0.0% of portfolio
|
Q3 2024
New holding
|