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 |
|---|---|---|---|---|---|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
4,510
shares
|
$128,399
0.02% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,484
shares
|
$127,659
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
4,463
shares
|
$127,061
0.06% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
4,431
shares
|
$126,150
0.01% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
4,364
shares
|
$124,243
0.08% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
4,354
shares
|
$123,958
0.06% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,353
shares
|
$123,929
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
4,339
shares
|
$123,531
1.12% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,318
shares
|
$122,933
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,305
shares
|
$122,563
0.03% of portfolio
|
Q3 2024
Added 25.36%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
4,300
shares
|
$122,421
0.12% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,281
shares
|
$121,880
0.06% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
4,256
shares
|
$121,168
0.24% of portfolio
|
Q2 2024
Reduced 98.92%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,228
shares
|
$120,371
0.04% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,206
shares
|
$119,744
0.05% of portfolio
|
Q1 2023
Reduced 2.12%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
4,195
shares
|
$119,431
0.12% of portfolio
|
Q3 2024
Reduced 12.51%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,172
shares
|
$118,776
0.08% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,143
shares
|
$117,951
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
4,138
shares
|
$117,808
0.04% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,128
shares
|
$117,524
0.05% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,127
shares
|
$117,495
0.02% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
4,123
shares
|
$117,381
0.11% of portfolio
|
Q3 2024
Reduced 33.87%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
4,106
shares
|
$116,897
0.2% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,095
shares
|
$116,584
0.02% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
4,080
shares
|
$116,157
0.03% of portfolio
|
Q3 2022
Added 0.12%
|