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 |
|---|---|---|---|---|---|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
28,079
shares
|
$794,916
2.35% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
27,877
shares
|
$789,197
0.58% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
27,855
shares
|
$788,575
2.32% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
27,815
shares
|
$787,442
1.04% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
27,486
shares
|
$778,128
0.02% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
27,330
shares
|
$773,712
0.2% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
27,053
shares
|
$765,870
0.26% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
26,995
shares
|
$764,228
0.47% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
26,976
shares
|
$763,690
0.98% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
26,967
shares
|
$763,435
0.22% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
26,697
shares
|
$755,792
1.0% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
26,439
shares
|
$748,488
0.03% of portfolio
|
Q3 2023
Reduced 5.48%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
26,421
shares
|
$747,978
1.1% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
26,069
shares
|
$738,013
0.03% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Oct 16, 2024 Q3 2024 |
25,881
shares
|
$732,691
0.88% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
25,787
shares
|
$730,029
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
25,720
shares
|
$728,133
1.7% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
25,697
shares
|
$727,482
2.56% of portfolio
|
Q3 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
25,656
shares
|
$726,321
1.5% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
25,558
shares
|
$723,546
0.69% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
25,558
shares
|
$723,546
0.42% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
25,520
shares
|
$722,471
0.01% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
25,135
shares
|
$711,571
2.04% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
25,012
shares
|
$708,089
0.72% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
24,819
shares
|
$702,625
0.01% of portfolio
|
Q3 2024
New holding
|