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 |
|---|---|---|---|---|---|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
7,028
shares
|
$198,962
0.13% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
7,019
shares
|
$198,707
0.06% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
7,005
shares
|
$198,311
0.45% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
6,997
shares
|
$198,085
0.05% of portfolio
|
Q3 2024
Added 48.94%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
6,954
shares
|
$196,867
0.11% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,920
shares
|
$195,905
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
6,910
shares
|
$195,622
0.19% of portfolio
|
Q3 2024
Added 21.31%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
6,833
shares
|
$193,442
0.2% of portfolio
|
Q3 2024
Reduced 49.94%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
6,798
shares
|
$192,451
0.55% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
6,786
shares
|
$192,111
0.02% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,714
shares
|
$190,073
0.06% of portfolio
|
Q3 2024
Added 24.47%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
6,687
shares
|
$189,308
0.05% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
6,641
shares
|
$188,006
0.13% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
6,638
shares
|
$187,921
0.26% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
6,628
shares
|
$187,638
0.6% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,610
shares
|
$187,129
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,594
shares
|
$186,676
0.53% of portfolio
|
Q3 2024
Reduced 52.42%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
6,397
shares
|
$181,099
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
6,383
shares
|
$180,702
0.12% of portfolio
|
Q3 2024
Added 24.38%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
6,349
shares
|
$179,740
0.23% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,343
shares
|
$179,570
0.07% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
6,320
shares
|
$178,919
0.29% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
6,306
shares
|
$178,522
0.09% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
6,223
shares
|
$176,173
0.25% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
6,199
shares
|
$175,493
0.32% of portfolio
|
Q3 2024
Reduced 0.48%
|