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 1,315 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $5.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
25,558
shares
|
$718,435
0.42% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
25,520
shares
|
$717,367
0.01% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
25,135
shares
|
$706,544
2.04% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
24,819
shares
|
$697,662
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
24,736
shares
|
$695,328
0.31% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
24,734
shares
|
$695,272
0.85% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
24,660
shares
|
$693,192
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
24,540
shares
|
$689,819
1.55% of portfolio
|
Q3 2024
New holding
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
24,457
shares
|
$687,486
2.18% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
24,007
shares
|
$674,836
0.14% of portfolio
|
Q3 2024
Added 25.35%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
23,609
shares
|
$663,648
0.01% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
23,602
shares
|
$663,452
1.47% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
22,454
shares
|
$631,181
1.52% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
22,236
shares
|
$625,053
0.09% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
22,225
shares
|
$624,744
0.06% of portfolio
|
Q2 2024
Added 16.59%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
22,190
shares
|
$623,760
0.36% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
22,152
shares
|
$622,692
0.14% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
22,116
shares
|
$621,680
0.22% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
22,083
shares
|
$620,753
0.02% of portfolio
|
Q3 2024
Added 185.94%
|
|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
22,002
shares
|
$618,476
0.65% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
21,738
shares
|
$611,055
1.3% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
21,511
shares
|
$604,674
0.19% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
21,379
shares
|
$600,963
0.82% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
21,277
shares
|
$598,096
0.06% of portfolio
|
Q3 2024
Added 15.66%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
21,120
shares
|
$593,683
0.02% of portfolio
|
Q3 2024
Added 1.96%
|