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 |
|---|---|---|---|---|---|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
248,465
shares
|
$6.83 Million
4.47% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
246,034
shares
|
$6.76 Million
1.72% of portfolio
|
Q2 2024
Reduced 8.28%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
245,759
shares
|
$6.76 Million
7.94% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
243,734
shares
|
$6.7 Million
1.12% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
237,643
shares
|
$6.53 Million
0.28% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
236,476
shares
|
$6.5 Million
1.23% of portfolio
|
Q3 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
235,179
shares
|
$6.47 Million
3.6% of portfolio
|
Q3 2024
Added 317.24%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
234,456
shares
|
$6.45 Million
0.71% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
231,622
shares
|
$6.37 Million
11.27% of portfolio
|
Q3 2024
Added 95.57%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
229,714
shares
|
$6.31 Million
4.61% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
228,608
shares
|
$6.28 Million
5.69% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
228,278
shares
|
$6.28 Million
9.11% of portfolio
|
Q2 2024
Reduced 13.06%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
225,328
shares
|
$6.19 Million
0.94% of portfolio
|
Q2 2024
Added 1.31%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
223,084
shares
|
$6.13 Million
6.93% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
221,180
shares
|
$6.08 Million
2.09% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
211,843
shares
|
$5.82 Million
0.68% of portfolio
|
Q3 2024
Added 25.08%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
207,901
shares
|
$5.72 Million
4.81% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
206,997
shares
|
$5.69 Million
5.04% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
199,772
shares
|
$5.49 Million
2.87% of portfolio
|
Q3 2024
Added 22.98%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
195,342
shares
|
$5.37 Million
4.1% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
195,240
shares
|
$5.37 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
195,078
shares
|
$5.36 Million
13.09% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
194,560
shares
|
$5.35 Million
13.24% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
191,124
shares
|
$5.25 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
190,858
shares
|
$5.25 Million
3.39% of portfolio
|
Q3 2024
Added 7.7%
|