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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
64,052
shares
|
$1.81 Million
0.94% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
63,801
shares
|
$1.81 Million
2.52% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
63,747
shares
|
$1.8 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
63,361
shares
|
$1.79 Million
2.93% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
62,869
shares
|
$1.78 Million
4.3% of portfolio
|
Q3 2024
Added 31.37%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
62,867
shares
|
$1.78 Million
0.24% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
62,699
shares
|
$1.78 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
62,626
shares
|
$1.77 Million
0.84% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
60,842
shares
|
$1.72 Million
0.11% of portfolio
|
Q2 2024
Added 5.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
60,473
shares
|
$1.71 Million
0.69% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
60,373
shares
|
$1.71 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
60,074
shares
|
$1.7 Million
1.15% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
58,929
shares
|
$1.67 Million
3.31% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
58,816
shares
|
$1.67 Million
3.29% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
58,376
shares
|
$1.65 Million
2.8% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
58,062
shares
|
$1.64 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
58,038
shares
|
$1.64 Million
1.32% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
57,530
shares
|
$1.63 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
57,498
shares
|
$1.63 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
57,457
shares
|
$1.63 Million
9.29% of portfolio
|
Q4 2023
Reduced 0.51%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
57,148
shares
|
$1.62 Million
0.23% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
57,135
shares
|
$1.62 Million
0.44% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
56,871
shares
|
$1.61 Million
3.46% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
56,856
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
56,628
shares
|
$1.6 Million
0.75% of portfolio
|
Q3 2024
Reduced 12.58%
|