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 |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
7,452
shares
|
$210,966
0.1% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
7,432
shares
|
$210,399
0.05% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
7,392
shares
|
$209,267
0.02% of portfolio
|
Q3 2024
Added 18.46%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
7,386
shares
|
$209,097
0.02% of portfolio
|
Q2 2024
Reduced 34.67%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
7,385
shares
|
$209,069
0.84% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
7,305
shares
|
$206,804
0.86% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,291
shares
|
$206,408
0.28% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
7,285
shares
|
$206,238
0.04% of portfolio
|
Q3 2024
Added 28.28%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
7,282
shares
|
$206,153
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
7,278
shares
|
$206,040
0.03% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
7,270
shares
|
$205,813
0.22% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
7,243
shares
|
$205,049
0.54% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,238
shares
|
$204,907
0.02% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
7,228
shares
|
$204,624
0.3% of portfolio
|
Q3 2024
Reduced 65.01%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
7,212
shares
|
$204,171
0.13% of portfolio
|
Q3 2024
Added 18.38%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 21, 2024 Q3 2024 |
7,195
shares
|
$203,690
0.86% of portfolio
|
Q3 2024
Reduced 33.78%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 28, 2024 Q3 2024 |
7,183
shares
|
$203,350
0.34% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
7,158
shares
|
$202,642
0.97% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
7,155
shares
|
$202,558
0.0% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
7,141
shares
|
$202,161
0.5% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
7,092
shares
|
$200,774
0.05% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
7,088
shares
|
$200,661
0.44% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
7,079
shares
|
$200,406
0.39% of portfolio
|
Q3 2023
Reduced 4.32%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,051
shares
|
$199,613
0.07% of portfolio
|
Q3 2024
Added 32.41%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
7,031
shares
|
$199,047
0.0% of portfolio
|
Q3 2024
Reduced 34.9%
|