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 $5.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
137,836
shares
|
$3.83 Million
2.83% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
136,768
shares
|
$3.8 Million
0.21% of portfolio
|
Q3 2024
Added 22.92%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
136,640
shares
|
$3.8 Million
8.21% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
136,132
shares
|
$3.78 Million
1.01% of portfolio
|
Q3 2024
Added 160.15%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
136,017
shares
|
$3.78 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
135,558
shares
|
$3.77 Million
2.89% of portfolio
|
Q3 2020
Reduced 6.14%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
133,942
shares
|
$3.72 Million
5.17% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
132,222
shares
|
$3.67 Million
4.9% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
131,818
shares
|
$3.66 Million
5.17% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
131,701
shares
|
$3.66 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
131,167
shares
|
$3.65 Million
0.58% of portfolio
|
Q3 2024
Added 330.48%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
130,246
shares
|
$3.62 Million
3.59% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
129,814
shares
|
$3.61 Million
1.27% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
126,959
shares
|
$3.53 Million
7.94% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
126,937
shares
|
$3.53 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
126,911
shares
|
$3.53 Million
0.3% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
126,624
shares
|
$3.52 Million
1.11% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
126,368
shares
|
$3.51 Million
0.3% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
125,008
shares
|
$3.47 Million
1.44% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
124,666
shares
|
$3.46 Million
4.62% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
124,313
shares
|
$3.45 Million
1.41% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
124,237
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2024
Added 19.33%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
123,940
shares
|
$3.44 Million
4.81% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
123,636
shares
|
$3.44 Million
9.57% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
123,159
shares
|
$3.42 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.53%
|