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 |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
12,257
shares
|
$346,995
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
12,248
shares
|
$346,740
1.95% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,212
shares
|
$345,721
0.06% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
12,204
shares
|
$345,495
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,151
shares
|
$343,994
0.0% of portfolio
|
Q2 2023
Added 6.37%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
12,042
shares
|
$340,909
0.28% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
12,039
shares
|
$340,824
0.56% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,963
shares
|
$338,672
0.06% of portfolio
|
Q2 2022
Reduced 1.51%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
11,939
shares
|
$337,993
0.24% of portfolio
|
Q3 2024
Reduced 15.82%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
11,802
shares
|
$334,114
0.0% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
11,735
shares
|
$332,217
0.34% of portfolio
|
Q3 2024
Added 148.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,721
shares
|
$331,821
0.03% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
11,715
shares
|
$331,651
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
11,707
shares
|
$331,425
0.8% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
11,669
shares
|
$330,349
0.03% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
11,652
shares
|
$329,868
0.03% of portfolio
|
Q3 2024
Added 45.54%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
11,584
shares
|
$327,943
2.94% of portfolio
|
Q3 2023
Reduced 95.77%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
11,565
shares
|
$327,405
0.08% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
11,543
shares
|
$326,782
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
11,536
shares
|
$326,584
0.32% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
11,470
shares
|
$324,715
0.07% of portfolio
|
Q3 2024
Reduced 99.29%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
11,429
shares
|
$323,554
0.05% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
11,423
shares
|
$323,385
1.16% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
11,413
shares
|
$323,102
0.01% of portfolio
|
Q3 2024
Added 21.03%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
11,100
shares
|
$314,241
0.29% of portfolio
|
Q2 2023
Added 326.92%
|