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 1,314 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 $5.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
105,079
shares
|
$2.97 Million
1.79% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
104,705
shares
|
$2.96 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
104,553
shares
|
$2.96 Million
6.38% of portfolio
|
Q3 2024
Added 17.58%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
104,369
shares
|
$2.95 Million
0.04% of portfolio
|
Q3 2024
Added 49.25%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
103,623
shares
|
$2.93 Million
8.35% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
102,657
shares
|
$2.91 Million
7.96% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
101,582
shares
|
$2.88 Million
0.07% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
101,092
shares
|
$2.86 Million
0.33% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
99,609
shares
|
$2.82 Million
0.34% of portfolio
|
Q3 2024
Reduced 75.61%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
98,821
shares
|
$2.8 Million
3.77% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
98,132
shares
|
$2.78 Million
0.29% of portfolio
|
Q3 2024
Added 15.54%
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
96,479
shares
|
$2.73 Million
7.21% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
95,963
shares
|
$2.72 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
95,699
shares
|
$2.71 Million
0.14% of portfolio
|
Q3 2024
Added 419.93%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
94,479
shares
|
$2.67 Million
2.65% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
93,601
shares
|
$2.65 Million
3.71% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
92,752
shares
|
$2.63 Million
5.2% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
92,700
shares
|
$2.62 Million
0.27% of portfolio
|
Q3 2024
Added 1490.05%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
92,660
shares
|
$2.62 Million
4.08% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
91,583
shares
|
$2.59 Million
4.73% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
91,142
shares
|
$2.58 Million
1.26% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
90,955
shares
|
$2.57 Million
0.21% of portfolio
|
Q3 2024
Added 18.85%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
90,780
shares
|
$2.57 Million
5.62% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
90,565
shares
|
$2.56 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
90,529
shares
|
$2.56 Million
8.99% of portfolio
|
Q3 2024
New holding
|