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 184 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
20,500
shares
|
$577,075
0.25% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
20,462
shares
|
$576,005
1.01% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
20,444
shares
|
$575,498
0.17% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
20,428
shares
|
$575,048
0.82% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,393
shares
|
$574,062
0.71% of portfolio
|
Q1 2024
Added 437.93%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
20,392
shares
|
$574,034
1.7% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
20,341
shares
|
$572,599
0.43% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,330
shares
|
$572,289
0.11% of portfolio
|
Q3 2024
Added 56.66%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
20,322
shares
|
$572,064
0.0% of portfolio
|
Q3 2024
Added 139.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,901
shares
|
$560,213
0.0% of portfolio
|
Q3 2023
Reduced 17.19%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
19,851
shares
|
$558,805
1.76% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,745
shares
|
$555,821
0.06% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
19,711
shares
|
$554,864
0.12% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
19,643
shares
|
$552,950
0.25% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
19,605
shares
|
$551,880
0.73% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
19,465
shares
|
$547,939
0.05% of portfolio
|
Q4 2024
Reduced 97.76%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
19,416
shares
|
$546,560
0.12% of portfolio
|
Q4 2023
Added 10.1%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
19,377
shares
|
$545,462
0.29% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
19,370
shares
|
$545,265
0.0% of portfolio
|
Q3 2024
Reduced 73.2%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
19,312
shares
|
$543,632
0.18% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
19,299
shares
|
$543,266
0.06% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
19,263
shares
|
$542,253
0.61% of portfolio
|
Q3 2024
Added 19.58%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
19,254
shares
|
$542,000
0.49% of portfolio
|
Q1 2023
Added 2.97%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
19,211
shares
|
$540,789
0.4% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
19,186
shares
|
$540,085
0.37% of portfolio
|
Q3 2024
Reduced 1.29%
|