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 |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
13,705
shares
|
$387,988
0.65% of portfolio
|
Q3 2024
Added 18.39%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
13,666
shares
|
$386,884
0.48% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
13,612
shares
|
$385,355
0.09% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
13,562
shares
|
$383,940
0.75% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
13,485
shares
|
$381,760
0.52% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
13,441
shares
|
$380,514
0.56% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
13,357
shares
|
$378,136
0.05% of portfolio
|
Q3 2024
Added 108.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
13,315
shares
|
$376,947
0.0% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,306
shares
|
$376,692
0.01% of portfolio
|
Q2 2022
Reduced 5.24%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
13,234
shares
|
$374,654
0.04% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
13,087
shares
|
$370,492
0.26% of portfolio
|
Q3 2024
Added 27.93%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
13,080
shares
|
$370,294
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
12,876
shares
|
$364,519
0.73% of portfolio
|
Q3 2024
Added 20.13%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
12,843
shares
|
$363,585
0.37% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,833
shares
|
$363,302
0.74% of portfolio
|
Q3 2024
Added 17.71%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
12,757
shares
|
$361,150
0.08% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
12,662
shares
|
$358,461
0.24% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
12,572
shares
|
$355,913
0.04% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
12,560
shares
|
$355,573
0.11% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
12,532
shares
|
$354,780
0.76% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
12,483
shares
|
$353,393
0.31% of portfolio
|
Q4 2022
Reduced 8.49%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
12,426
shares
|
$351,780
0.26% of portfolio
|
Q3 2024
Added 72.56%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12,384
shares
|
$350,591
0.26% of portfolio
|
Q2 2024
Reduced 25.39%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
12,352
shares
|
$349,685
0.01% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,257
shares
|
$346,995
0.15% of portfolio
|
Q3 2024
Added 20.23%
|