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 1,310 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $4.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
11,250,158
shares
|
$308 Million
2.41% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,938,669
shares
|
$300 Million
0.38% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
9,764,967
shares
|
$268 Million
13.14% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
9,556,995
shares
|
$262 Million
1.33% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,859,051
shares
|
$133 Million
5.48% of portfolio
|
Q3 2024
Added 307.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
4,293,248
shares
|
$118 Million
0.21% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,291,232
shares
|
$118 Million
0.8% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,001,675
shares
|
$110 Million
0.99% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,902,832
shares
|
$107 Million
14.65% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,338,359
shares
|
$91.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,181,896
shares
|
$87.2 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,094,739
shares
|
$84.8 Million
17.84% of portfolio
|
Q3 2024
Added 11.7%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,158,425
shares
|
$59.1 Million
2.67% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,072,902
shares
|
$56.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,852,226
shares
|
$50.8 Million
0.17% of portfolio
|
Q3 2024
Added 24.6%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
1,848,527
shares
|
$50.6 Million
10.89% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,843,785
shares
|
$50.5 Million
0.43% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,823,521
shares
|
$50 Million
0.02% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,731,755
shares
|
$47.5 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,540,573
shares
|
$42.2 Million
0.59% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,480,195
shares
|
$40.6 Million
4.37% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,467,650
shares
|
$40.2 Million
4.58% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,440,866
shares
|
$39.5 Million
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,280,870
shares
|
$35.1 Million
24.66% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,170,784
shares
|
$32.1 Million
0.02% of portfolio
|
Q3 2024
Added 76.11%
|