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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
160,109
shares
|
$4.39 Million
0.04% of portfolio
|
Q3 2022
Added 1.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
159,313
shares
|
$4.37 Million
0.53% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
159,146
shares
|
$4.36 Million
0.48% of portfolio
|
Q3 2024
Added 86.1%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
158,559
shares
|
$4.34 Million
2.29% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
158,069
shares
|
$4.33 Million
1.32% of portfolio
|
Q3 2024
Reduced 10.62%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
157,368
shares
|
$4.31 Million
0.48% of portfolio
|
Q3 2024
Added 804.0%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
155,926
shares
|
$4.27 Million
0.98% of portfolio
|
Q3 2024
Added 115.48%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
155,868
shares
|
$4.27 Million
1.18% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
154,065
shares
|
$4.22 Million
2.9% of portfolio
|
Q3 2024
Reduced 34.89%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
151,254
shares
|
$4.14 Million
7.51% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
149,791
shares
|
$4.1 Million
0.38% of portfolio
|
Q3 2024
Added 4448.77%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
149,229
shares
|
$4.09 Million
2.16% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
148,713
shares
|
$4.07 Million
1.42% of portfolio
|
Q3 2024
Added 234.55%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
147,946
shares
|
$4.05 Million
10.57% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
145,388
shares
|
$3.98 Million
0.98% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
144,792
shares
|
$3.97 Million
4.88% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
144,574
shares
|
$3.96 Million
3.57% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
143,743
shares
|
$3.94 Million
0.55% of portfolio
|
Q3 2024
Added 612.48%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
141,865
shares
|
$3.89 Million
5.64% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
141,561
shares
|
$3.88 Million
3.65% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
140,776
shares
|
$3.86 Million
5.97% of portfolio
|
Q1 2023
Added 38.04%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
140,533
shares
|
$3.85 Million
7.53% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
139,611
shares
|
$3.83 Million
3.18% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
138,659
shares
|
$3.8 Million
0.5% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
137,836
shares
|
$3.78 Million
2.83% of portfolio
|
Q3 2024
Added 0.88%
|