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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
156
shares
|
$4,274
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
154
shares
|
$4,219
0.46% of portfolio
|
Q3 2024
Reduced 99.55%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
152
shares
|
$4,164
0.01% of portfolio
|
Q3 2024
Reduced 39.68%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
150
shares
|
$4,110
0.01% of portfolio
|
Q2 2023
Reduced 4.46%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
147
shares
|
$4,027
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
142
shares
|
$3,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
140
shares
|
$3,836
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
128
shares
|
$3,507
0.01% of portfolio
|
Q2 2024
Reduced 46.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
127
shares
|
$3,479
0.0% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
125
shares
|
$3,425
0.0% of portfolio
|
Q3 2024
Added 23.76%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
124
shares
|
$3,397
0.0% of portfolio
|
Q1 2024
Reduced 32.61%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
124
shares
|
$3,397
0.0% of portfolio
|
Q2 2024
Added 24.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
119
shares
|
$3,260
0.01% of portfolio
|
Q3 2024
Reduced 81.8%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
105
shares
|
$2,877
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
102
shares
|
$2,794
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
100
shares
|
$2,740
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
100
shares
|
$2,740
0.0% of portfolio
|
Q3 2024
Reduced 98.7%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
97
shares
|
$2,657
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
96
shares
|
$2,630
0.0% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
88
shares
|
$2,411
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
87
shares
|
$2,383
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
75
shares
|
$2,055
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
74
shares
|
$2,027
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
73
shares
|
$2,000
0.01% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
64
shares
|
$1,753
0.0% of portfolio
|
Q1 2022
Added 100.0%
|