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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
737,721
shares
|
$18.5 Million
1.54% of portfolio
|
Q4 2024
Added 441.92%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
734,310
shares
|
$18.4 Million
1.77% of portfolio
|
Q4 2024
Added 352.7%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
732,318
shares
|
$18.3 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
730,735
shares
|
$18.3 Million
7.33% of portfolio
|
Q4 2024
Added 445.56%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
729,882
shares
|
$18.3 Million
17.33% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
729,549
shares
|
$18.3 Million
13.0% of portfolio
|
Q4 2024
Added 273.98%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
707,827
shares
|
$17.7 Million
0.5% of portfolio
|
Q4 2024
Added 316.66%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
706,765
shares
|
$17.7 Million
8.9% of portfolio
|
Q4 2024
Added 402.92%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Mar 03, 2025 Q4 2024 |
704,048
shares
|
$17.6 Million
9.99% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
700,613
shares
|
$17.5 Million
0.31% of portfolio
|
Q4 2024
Added 308.02%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
699,095
shares
|
$17.5 Million
4.19% of portfolio
|
Q4 2024
Added 288.41%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
698,882
shares
|
$17.5 Million
3.65% of portfolio
|
Q4 2024
Added 304.63%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
698,274
shares
|
$17.5 Million
0.11% of portfolio
|
Q4 2024
Added 430.2%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
690,562
shares
|
$17.3 Million
9.02% of portfolio
|
Q4 2024
Added 318.33%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
686,046
shares
|
$17.2 Million
12.52% of portfolio
|
Q4 2024
Added 308.91%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
678,749
shares
|
$17 Million
0.13% of portfolio
|
Q4 2024
Reduced 96.24%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
678,574
shares
|
$17 Million
3.75% of portfolio
|
Q1 2025
Added 20.89%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
671,577
shares
|
$16.8 Million
1.83% of portfolio
|
Q4 2024
Added 262.27%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
670,229
shares
|
$16.8 Million
2.82% of portfolio
|
Q4 2024
Added 287.46%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
667,326
shares
|
$16.7 Million
3.34% of portfolio
|
Q4 2024
Added 333.15%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
665,962
shares
|
$16.7 Million
1.24% of portfolio
|
Q4 2024
Added 327.26%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
657,511
shares
|
$16.5 Million
1.71% of portfolio
|
Q4 2024
Added 265.02%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
646,228
shares
|
$16.2 Million
0.54% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
642,910
shares
|
$16.1 Million
4.71% of portfolio
|
Q4 2024
Added 289.1%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
641,781
shares
|
$16.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.01%
|