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 1,179 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
11,362,537
shares
|
$1.07 Billion
2.38% of portfolio
|
Q1 2024
Reduced 6.33%
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
9,089,817
shares
|
$859 Million
1.26% of portfolio
|
Q1 2024
Added 0.95%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
8,984,508
shares
|
$849 Million
12.55% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
8,703,328
shares
|
$822 Million
0.31% of portfolio
|
Q1 2024
Added 9.63%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
4,926,478
shares
|
$465 Million
1.05% of portfolio
|
Q1 2024
Reduced 21.36%
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
4,794,139
shares
|
$453 Million
14.45% of portfolio
|
Q1 2024
Reduced 2.79%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
3,821,628
shares
|
$361 Million
0.74% of portfolio
|
Q1 2024
Added 4.02%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
3,600,863
shares
|
$340 Million
0.5% of portfolio
|
Q1 2024
Added 11.76%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
3,465,600
shares
|
$327 Million
0.18% of portfolio
|
Q1 2024
Added 26.79%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
3,137,703
shares
|
$296 Million
0.08% of portfolio
|
Q1 2024
Added 15.58%
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
May 08, 2024 Q1 2024 |
2,857,021
shares
|
$270 Million
16.58% of portfolio
|
Q1 2024
Added 21.09%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,380,288
shares
|
$225 Million
0.02% of portfolio
|
Q1 2024
Added 25.45%
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
1,757,045
shares
|
$166 Million
10.54% of portfolio
|
Q1 2024
Added 4.69%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,705,477
shares
|
$161 Million
0.77% of portfolio
|
Q1 2024
Added 9.81%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,696,108
shares
|
$160 Million
0.38% of portfolio
|
Q1 2024
Added 260.14%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,650,546
shares
|
$156 Million
0.01% of portfolio
|
Q1 2024
Added 19.49%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,467,650
shares
|
$139 Million
4.58% of portfolio
|
Q4 2023
New holding
|
|
Fort Pitt Capital Group, LLC
|
Apr 11, 2024 Q1 2024 |
1,465,883
shares
|
$138 Million
4.31% of portfolio
|
Q1 2024
Reduced 25.52%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,360,930
shares
|
$129 Million
0.13% of portfolio
|
Q1 2024
Added 24.1%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,320,740
shares
|
$125 Million
0.01% of portfolio
|
Q1 2024
Added 13.0%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
1,279,732
shares
|
$121 Million
0.49% of portfolio
|
Q1 2024
Added 10.85%
|
|
Thrive Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
1,240,444
shares
|
$117 Million
23.89% of portfolio
|
Q1 2024
Added 0.05%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,216,087
shares
|
$115 Million
1.81% of portfolio
|
Q1 2024
Added 106.79%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
1,137,950
shares
|
$107 Million
4.94% of portfolio
|
Q1 2024
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
995,873
shares
|
$94.1 Million
0.15% of portfolio
|
Q1 2024
Reduced 1.08%
|