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 |
|---|---|---|---|---|---|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
16,017
shares
|
$453,441
0.23% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
15,968
shares
|
$452,054
0.36% of portfolio
|
Q3 2024
Added 271.87%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
15,916
shares
|
$450,581
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
15,896
shares
|
$450,015
0.37% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
15,781
shares
|
$446,760
0.31% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
15,559
shares
|
$440,475
0.64% of portfolio
|
Q3 2024
Added 38.91%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
15,360
shares
|
$434,841
0.58% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
15,104
shares
|
$427,594
0.1% of portfolio
|
Q3 2024
Added 254.3%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
15,065
shares
|
$426,490
0.98% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
15,060
shares
|
$426,348
0.11% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
14,887
shares
|
$421,450
0.12% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
14,854
shares
|
$420,516
0.06% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
14,771
shares
|
$418,167
0.41% of portfolio
|
Q3 2024
Reduced 25.04%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
14,720
shares
|
$416,723
0.02% of portfolio
|
Q3 2024
Reduced 16.23%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
14,653
shares
|
$414,826
0.04% of portfolio
|
Q4 2023
Reduced 1.47%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
14,585
shares
|
$412,901
0.13% of portfolio
|
Q3 2024
Added 39.5%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
14,526
shares
|
$411,231
0.38% of portfolio
|
Q3 2024
Added 319.83%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
14,319
shares
|
$405,370
0.15% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 15, 2024 Q3 2024 |
14,280
shares
|
$404,266
0.24% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
14,221
shares
|
$402,596
1.0% of portfolio
|
Q3 2024
Reduced 34.11%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
14,157
shares
|
$400,784
0.32% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
14,050
shares
|
$397,755
0.34% of portfolio
|
Q1 2023
Added 62.8%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
13,912
shares
|
$393,848
0.38% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
13,840
shares
|
$391,810
0.1% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
13,758
shares
|
$389,488
0.08% of portfolio
|
Q4 2022
Reduced 2.15%
|