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 |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
8,323
shares
|
$235,624
0.02% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
8,262
shares
|
$233,897
0.13% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
8,243
shares
|
$233,359
0.29% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
8,240
shares
|
$233,274
0.12% of portfolio
|
Q4 2022
Added 1.48%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
8,199
shares
|
$232,113
0.59% of portfolio
|
Q4 2023
Reduced 9.52%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
8,174
shares
|
$231,405
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
8,151
shares
|
$230,754
0.4% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
8,136
shares
|
$230,330
0.16% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
8,096
shares
|
$229,197
0.68% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
8,052
shares
|
$227,952
0.21% of portfolio
|
Q3 2024
Added 15.23%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,034
shares
|
$227,442
0.11% of portfolio
|
Q3 2024
Added 254.39%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
8,011
shares
|
$226,791
0.1% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
7,966
shares
|
$225,517
0.65% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
7,948
shares
|
$225,007
0.02% of portfolio
|
Q3 2024
Added 31.48%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
7,887
shares
|
$223,280
0.37% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
7,797
shares
|
$220,733
0.26% of portfolio
|
Q3 2024
Reduced 20.32%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
7,766
shares
|
$219,855
0.28% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
7,760
shares
|
$219,685
0.04% of portfolio
|
Q2 2024
Reduced 11.68%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,745
shares
|
$219,260
0.21% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,720
shares
|
$218,553
0.02% of portfolio
|
Q1 2023
Added 11.56%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
7,620
shares
|
$215,722
0.51% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
7,527
shares
|
$213,089
0.08% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,502
shares
|
$212,381
0.29% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,501
shares
|
$212,353
0.2% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
7,475
shares
|
$211,617
0.05% of portfolio
|
Q3 2024
Reduced 4.42%
|