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 |
|---|---|---|---|---|---|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
11,543
shares
|
$324,935
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
11,536
shares
|
$324,738
0.32% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
11,470
shares
|
$322,880
0.07% of portfolio
|
Q3 2024
Reduced 99.29%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
11,429
shares
|
$321,726
0.05% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
11,423
shares
|
$321,557
1.16% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
11,413
shares
|
$321,275
0.01% of portfolio
|
Q3 2024
Added 21.03%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
11,100
shares
|
$312,465
0.29% of portfolio
|
Q2 2023
Added 326.92%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
11,076
shares
|
$311,789
0.03% of portfolio
|
Q3 2024
Added 55280.0%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
11,064
shares
|
$311,451
0.98% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
10,937
shares
|
$307,876
0.35% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
10,933
shares
|
$307,763
0.03% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
10,924
shares
|
$307,510
0.46% of portfolio
|
Q2 2022
Added 19.02%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
10,869
shares
|
$305,962
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
10,810
shares
|
$304,301
0.41% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
10,644
shares
|
$299,628
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,642
shares
|
$299,572
0.38% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
10,624
shares
|
$299,065
0.12% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
10,613
shares
|
$298,755
0.15% of portfolio
|
Q1 2024
Added 1.93%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
10,597
shares
|
$298,305
0.0% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
10,545
shares
|
$296,841
1.05% of portfolio
|
Q3 2024
Added 18.91%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
10,535
shares
|
$296,560
0.0% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,521
shares
|
$296,166
0.2% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,518
shares
|
$296,081
1.25% of portfolio
|
Q4 2023
Reduced 2.42%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
10,488
shares
|
$295,237
0.1% of portfolio
|
Q4 2024
Added 300.46%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,482
shares
|
$295,068
0.02% of portfolio
|
Q3 2024
Added 33.84%
|