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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
19,127
shares
|
$538,425
0.0% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
18,769
shares
|
$528,347
0.71% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
18,735
shares
|
$527,390
1.23% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
18,714
shares
|
$526,799
1.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
18,522
shares
|
$521,394
1.68% of portfolio
|
Q2 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
18,514
shares
|
$521,169
1.27% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
18,506
shares
|
$520,943
0.14% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
18,206
shares
|
$512,498
0.12% of portfolio
|
Q3 2024
Added 163.51%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
18,157
shares
|
$511,119
0.42% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
17,773
shares
|
$500,309
0.0% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
17,768
shares
|
$500,169
0.4% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
17,710
shares
|
$498,536
0.09% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
17,667
shares
|
$497,326
0.32% of portfolio
|
Q3 2024
Added 10.48%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
17,633
shares
|
$496,368
0.37% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
17,389
shares
|
$489,500
1.41% of portfolio
|
Q3 2024
Added 35.59%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
17,229
shares
|
$484,996
0.9% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
17,214
shares
|
$484,574
0.93% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
17,202
shares
|
$484,236
0.0% of portfolio
|
Q3 2024
Added 87.47%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
17,060
shares
|
$480,239
0.62% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
16,891
shares
|
$475,481
0.13% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
16,808
shares
|
$473,145
0.07% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
16,641
shares
|
$468,444
0.18% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
16,521
shares
|
$465,066
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
16,521
shares
|
$465,066
0.1% of portfolio
|
Q3 2024
Added 27.49%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
16,502
shares
|
$464,531
1.55% of portfolio
|
Q3 2024
Reduced 8.98%
|