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 1,363 institutions that hold shares in the stock, with a total of 1.88 Billion shares, which have been reported (via 13F filing form) to have a value of $53.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
7,079
shares
|
$201,539
0.39% of portfolio
|
Q3 2023
Reduced 4.32%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
7,031
shares
|
$200,172
0.0% of portfolio
|
Q3 2024
Reduced 34.9%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
7,019
shares
|
$199,830
0.06% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
7,005
shares
|
$199,432
0.45% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
6,997
shares
|
$199,204
0.05% of portfolio
|
Q3 2024
Added 48.94%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,920
shares
|
$197,012
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
6,910
shares
|
$196,727
0.19% of portfolio
|
Q3 2024
Added 21.31%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
6,798
shares
|
$193,539
0.55% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
6,786
shares
|
$193,197
0.02% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,714
shares
|
$191,147
0.06% of portfolio
|
Q3 2024
Added 24.47%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
6,641
shares
|
$189,069
0.13% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
6,638
shares
|
$188,983
0.26% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
6,628
shares
|
$188,699
0.6% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,610
shares
|
$188,186
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,594
shares
|
$187,731
0.53% of portfolio
|
Q3 2024
Reduced 52.42%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
6,383
shares
|
$181,724
0.12% of portfolio
|
Q3 2024
Added 24.38%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
6,336
shares
|
$180,385
0.0% of portfolio
|
Q4 2024
Added 1071.16%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
6,320
shares
|
$179,930
0.29% of portfolio
|
Q1 2023
New holding
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
6,199
shares
|
$176,485
0.32% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,155
shares
|
$175,232
0.01% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,144
shares
|
$174,919
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
6,110
shares
|
$173,951
0.45% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,097
shares
|
$173,581
0.08% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
6,045
shares
|
$172,101
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
5,975
shares
|
$170,108
0.11% of portfolio
|
Q3 2024
Reduced 1.69%
|