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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,892
shares
|
$280,042
0.02% of portfolio
|
Q3 2024
Reduced 67.33%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
9,885
shares
|
$279,844
0.41% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
9,874
shares
|
$279,532
0.12% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
9,835
shares
|
$278,428
0.1% of portfolio
|
Q3 2024
Reduced 16.72%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
9,772
shares
|
$276,645
0.1% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
9,757
shares
|
$276,220
0.08% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,754
shares
|
$276,135
0.01% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
9,681
shares
|
$274,069
0.04% of portfolio
|
Q2 2024
Added 223.67%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
9,628
shares
|
$272,568
0.14% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
9,576
shares
|
$271,096
0.08% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
9,560
shares
|
$270,643
0.26% of portfolio
|
Q4 2023
Added 1.06%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
9,494
shares
|
$268,775
0.17% of portfolio
|
Q3 2024
Added 82.44%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
9,454
shares
|
$267,642
0.03% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
9,433
shares
|
$267,048
0.78% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
9,427
shares
|
$266,878
0.03% of portfolio
|
Q1 2024
Added 165.25%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
9,425
shares
|
$266,821
0.26% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
9,397
shares
|
$266,029
0.03% of portfolio
|
Q3 2024
Added 58.97%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
9,364
shares
|
$265,094
0.17% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
9,342
shares
|
$264,472
0.6% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
9,338
shares
|
$264,358
0.7% of portfolio
|
Q2 2024
Reduced 14.63%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Nov 15, 2024 Q3 2024 |
9,333
shares
|
$264,217
0.06% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
9,292
shares
|
$263,056
0.73% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
9,222
shares
|
$261,074
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
9,195
shares
|
$260,310
0.18% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,185
shares
|
$260,027
0.04% of portfolio
|
Q2 2024
Reduced 0.27%
|