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 |
|---|---|---|---|---|---|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
40,627
shares
|
$1.15 Million
1.9% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
40,476
shares
|
$1.15 Million
0.53% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
40,238
shares
|
$1.14 Million
0.53% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
40,142
shares
|
$1.14 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
39,964
shares
|
$1.13 Million
2.07% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Dec 19, 2024 Q3 2024 |
39,696
shares
|
$1.12 Million
2.25% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
39,585
shares
|
$1.12 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
39,335
shares
|
$1.11 Million
0.17% of portfolio
|
Q3 2024
Reduced 47.1%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
39,181
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
38,922
shares
|
$1.1 Million
0.2% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
38,747
shares
|
$1.1 Million
0.87% of portfolio
|
Q1 2024
Added 204.11%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
38,378
shares
|
$1.09 Million
1.14% of portfolio
|
Q3 2024
Added 458.88%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
38,204
shares
|
$1.08 Million
2.14% of portfolio
|
Q3 2024
Added 198.52%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
37,598
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
36,777
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2024
Added 217.34%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
36,590
shares
|
$1.04 Million
0.93% of portfolio
|
Q3 2024
Reduced 84.62%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
36,450
shares
|
$1.03 Million
0.84% of portfolio
|
Q4 2023
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
36,312
shares
|
$1.03 Million
0.67% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
36,018
shares
|
$1.02 Million
1.2% of portfolio
|
Q3 2024
Added 16.49%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
36,010
shares
|
$1.02 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
35,950
shares
|
$1.02 Million
2.59% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
35,325
shares
|
$1 Million
1.37% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
35,093
shares
|
$993,482
0.0% of portfolio
|
Q3 2024
Added 82.52%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
34,609
shares
|
$979,780
1.83% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
34,601
shares
|
$979,554
0.76% of portfolio
|
Q3 2024
Reduced 2.67%
|