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 1,309 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 $4.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
610,354
shares
|
$16.8 Million
0.95% of portfolio
|
Q3 2022
Added 191.37%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
579,290
shares
|
$15.9 Million
13.65% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
569,992
shares
|
$15.7 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
559,693
shares
|
$15.4 Million
1.35% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
527,252
shares
|
$14.5 Million
35.48% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
526,282
shares
|
$14.5 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
518,973
shares
|
$14.3 Million
0.53% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
499,965
shares
|
$13.7 Million
4.42% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
493,355
shares
|
$13.6 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
493,267
shares
|
$13.6 Million
0.75% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
490,976
shares
|
$13.5 Million
9.75% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
485,658
shares
|
$13.4 Million
5.58% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
483,535
shares
|
$13.3 Million
31.83% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
482,350
shares
|
$13.3 Million
4.45% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
469,636
shares
|
$12.9 Million
5.05% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
469,215
shares
|
$12.9 Million
0.15% of portfolio
|
Q3 2024
Added 98.32%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
468,109
shares
|
$12.9 Million
5.8% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
462,526
shares
|
$12.7 Million
9.99% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
461,208
shares
|
$12.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
452,746
shares
|
$12.4 Million
5.86% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
449,500
shares
|
$12.4 Million
0.11% of portfolio
|
Q3 2024
Added 321.67%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
447,160
shares
|
$12.3 Million
4.03% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
446,078
shares
|
$12.3 Million
19.21% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
444,273
shares
|
$12.2 Million
9.13% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
441,425
shares
|
$12.1 Million
12.79% of portfolio
|
Q3 2024
Reduced 0.12%
|