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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
439,232
shares
|
$12 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
418,306
shares
|
$11.5 Million
4.13% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
414,629
shares
|
$11.4 Million
19.88% of portfolio
|
Q1 2023
Added 0.51%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
409,453
shares
|
$11.2 Million
3.84% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
408,463
shares
|
$11.2 Million
0.05% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
402,589
shares
|
$11 Million
0.47% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
399,237
shares
|
$10.9 Million
2.46% of portfolio
|
Q3 2024
Reduced 20.96%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
398,897
shares
|
$10.9 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
390,251
shares
|
$10.7 Million
13.56% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
388,796
shares
|
$10.7 Million
6.72% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
384,034
shares
|
$10.5 Million
1.88% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
382,380
shares
|
$10.5 Million
0.51% of portfolio
|
Q3 2024
Added 249.22%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
377,217
shares
|
$10.3 Million
3.67% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
376,927
shares
|
$10.3 Million
8.21% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
366,394
shares
|
$10 Million
1.77% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
354,585
shares
|
$9.72 Million
3.25% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
353,538
shares
|
$9.69 Million
2.47% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
352,372
shares
|
$9.65 Million
0.05% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
338,967
shares
|
$9.29 Million
20.51% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
335,702
shares
|
$9.2 Million
7.88% of portfolio
|
Q3 2024
Added 39.95%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
330,932
shares
|
$9.07 Million
2.19% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
328,391
shares
|
$9 Million
3.95% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
323,545
shares
|
$8.87 Million
1.17% of portfolio
|
Q2 2023
Reduced 1.02%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
320,876
shares
|
$8.79 Million
19.11% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
318,130
shares
|
$8.72 Million
9.94% of portfolio
|
Q3 2024
Added 1.31%
|