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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
448
shares
|
$12,315
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
437
shares
|
$12,013
0.01% of portfolio
|
Q2 2024
Reduced 12.25%
|
|
|
Hanseatic Management Services Inc
|
Oct 31, 2024 Q3 2024 |
436
shares
|
$11,985
0.06% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
432
shares
|
$11,875
0.0% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
427
shares
|
$11,738
0.01% of portfolio
|
Q3 2022
Added 2.34%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
400
shares
|
$10,996
0.0% of portfolio
|
Q3 2023
Reduced 50.56%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
383
shares
|
$10,528
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
362
shares
|
$9,951
0.02% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
356
shares
|
$9,786
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
351
shares
|
$9,648
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
350
shares
|
$9,621
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
350
shares
|
$9,621
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
345
shares
|
$9,484
0.0% of portfolio
|
Q3 2024
Added 372.6%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
342
shares
|
$9,401
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
339
shares
|
$9,319
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
329
shares
|
$9,044
0.02% of portfolio
|
Q2 2024
Reduced 92.14%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
326
shares
|
$8,961
0.0% of portfolio
|
Q3 2024
Reduced 27.39%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
324
shares
|
$8,906
0.0% of portfolio
|
Q4 2022
Reduced 85.7%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
320
shares
|
$8,796
0.0% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
316
shares
|
$8,686
0.01% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
311
shares
|
$8,549
0.03% of portfolio
|
Q1 2024
Added 1.63%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
306
shares
|
$8,411
0.0% of portfolio
|
Q3 2024
Reduced 39.17%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$8,247
0.01% of portfolio
|
Q4 2023
Reduced 42.53%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
297
shares
|
$8,164
0.01% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
255
shares
|
$7,009
0.01% of portfolio
|
Q3 2024
New holding
|