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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
9,108
shares
|
$257,847
0.02% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
8,985
shares
|
$254,365
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
8,961
shares
|
$253,685
0.05% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
8,954
shares
|
$253,487
0.46% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,946
shares
|
$253,261
0.04% of portfolio
|
Q4 2022
Reduced 70.8%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
8,902
shares
|
$252,015
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
8,897
shares
|
$251,874
0.22% of portfolio
|
Q3 2024
Reduced 22.39%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
8,894
shares
|
$251,789
0.21% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
8,849
shares
|
$250,515
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
8,755
shares
|
$247,854
0.15% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
8,719
shares
|
$246,834
0.23% of portfolio
|
Q2 2024
Reduced 13.1%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
8,680
shares
|
$245,730
0.35% of portfolio
|
Q2 2023
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
8,674
shares
|
$245,560
0.33% of portfolio
|
Q3 2024
Added 17.42%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
8,635
shares
|
$244,456
0.01% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
8,631
shares
|
$244,343
0.11% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,617
shares
|
$243,947
0.13% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,587
shares
|
$243,097
0.26% of portfolio
|
Q4 2022
Added 0.62%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
8,496
shares
|
$240,521
0.34% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
8,471
shares
|
$239,814
0.47% of portfolio
|
Q2 2024
Reduced 31.12%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
8,458
shares
|
$239,445
0.13% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
8,455
shares
|
$239,361
0.27% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,435
shares
|
$238,794
0.13% of portfolio
|
Q1 2023
Reduced 4.15%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
8,392
shares
|
$237,577
0.13% of portfolio
|
Q3 2024
Added 43.11%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
8,348
shares
|
$236,331
0.18% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
8,324
shares
|
$235,652
0.03% of portfolio
|
Q3 2024
Added 4.63%
|