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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
1,141,934
shares
|
$31.3 Million
4.86% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,085,862
shares
|
$29.8 Million
0.17% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
994,041
shares
|
$27.2 Million
0.23% of portfolio
|
Q3 2024
Added 325.83%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
981,226
shares
|
$26.9 Million
16.24% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
951,370
shares
|
$26.1 Million
0.15% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
870,642
shares
|
$23.9 Million
0.03% of portfolio
|
Q3 2024
Added 17788.68%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
867,126
shares
|
$23.8 Million
12.96% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
859,124
shares
|
$23.5 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
843,539
shares
|
$23.1 Million
0.59% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
843,116
shares
|
$23.1 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
828,327
shares
|
$22.7 Million
16.47% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
801,075
shares
|
$21.9 Million
0.98% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
796,255
shares
|
$21.8 Million
0.19% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
755,394
shares
|
$20.7 Million
0.02% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
736,735
shares
|
$20.2 Million
5.7% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
720,253
shares
|
$19.7 Million
0.12% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
719,661
shares
|
$19.7 Million
0.53% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
687,827
shares
|
$18.8 Million
0.41% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
681,856
shares
|
$18.7 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
674,835
shares
|
$18.5 Million
0.13% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
663,017
shares
|
$18.2 Million
15.42% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
657,026
shares
|
$18 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
647,229
shares
|
$17.7 Million
10.81% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
639,541
shares
|
$17.5 Million
1.91% of portfolio
|
Q3 2024
Added 311.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
629,903
shares
|
$17.3 Million
0.22% of portfolio
|
Q3 2024
Added 8.27%
|