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 1,486 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 $56.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
967,141
shares
|
$24.2 Million
1.3% of portfolio
|
Q4 2024
Added 308.98%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
954,090
shares
|
$23.9 Million
1.75% of portfolio
|
Q4 2024
Added 296.52%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
943,984
shares
|
$23.6 Million
1.04% of portfolio
|
Q4 2024
Added 287.3%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
943,852
shares
|
$23.6 Million
0.86% of portfolio
|
Q4 2024
Added 345.54%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
940,976
shares
|
$23.5 Million
10.25% of portfolio
|
Q4 2024
Added 311.0%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
937,753
shares
|
$23.5 Million
0.79% of portfolio
|
Q4 2024
Added 254.76%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
936,147
shares
|
$23.4 Million
4.76% of portfolio
|
Q4 2024
Added 307.53%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
933,150
shares
|
$23.3 Million
0.25% of portfolio
|
Q4 2024
Added 436.48%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
931,342
shares
|
$23.3 Million
8.03% of portfolio
|
Q4 2024
Added 278.97%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
906,844
shares
|
$22.7 Million
5.84% of portfolio
|
Q4 2024
Added 296.68%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
893,086
shares
|
$22.3 Million
0.86% of portfolio
|
Q4 2024
Added 308.82%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
879,837
shares
|
$22 Million
3.68% of portfolio
|
Q4 2024
Added 360.99%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
860,144
shares
|
$21.5 Million
6.69% of portfolio
|
Q4 2024
Added 285.57%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
837,117
shares
|
$20.9 Million
2.08% of portfolio
|
Q4 2024
Added 278.48%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
825,862
shares
|
$20.7 Million
0.32% of portfolio
|
Q1 2025
Added 466.09%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
814,000
shares
|
$20.4 Million
4.38% of portfolio
|
Q4 2024
Added 291.53%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
802,472
shares
|
$20.1 Million
3.36% of portfolio
|
Q4 2024
Added 338.61%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
796,017
shares
|
$19.9 Million
4.01% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
795,860
shares
|
$19.9 Million
3.77% of portfolio
|
Q1 2025
Reduced 27.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
793,563
shares
|
$19.9 Million
0.5% of portfolio
|
Q4 2024
Added 317.28%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
793,295
shares
|
$19.8 Million
2.52% of portfolio
|
Q1 2025
Added 19.1%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
767,615
shares
|
$19.2 Million
4.21% of portfolio
|
Q4 2024
Added 292.96%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
755,645
shares
|
$18.9 Million
0.03% of portfolio
|
Q4 2024
Added 287.03%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
745,214
shares
|
$18.6 Million
14.39% of portfolio
|
Q4 2024
Added 283.03%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
744,024
shares
|
$18.6 Million
0.17% of portfolio
|
Q4 2024
Added 289.29%
|