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 1,316 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,610
shares
|
$183,163
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,594
shares
|
$182,719
0.53% of portfolio
|
Q3 2024
Reduced 52.42%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
6,397
shares
|
$177,260
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
|
$176,872
0.12% of portfolio
|
Q3 2024
Added 24.38%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
6,349
shares
|
$175,930
0.23% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,343
shares
|
$175,764
0.07% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
6,320
shares
|
$175,127
0.29% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
6,306
shares
|
$174,739
0.09% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
6,223
shares
|
$172,439
0.25% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
6,199
shares
|
$171,774
0.32% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,155
shares
|
$170,555
0.01% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,144
shares
|
$170,250
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
6,140
shares
|
$170,139
0.08% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
6,110
shares
|
$169,308
0.45% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,097
shares
|
$168,947
0.08% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
6,045
shares
|
$167,506
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
6,044
shares
|
$167,479
0.2% of portfolio
|
Q3 2024
Reduced 98.95%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
6,037
shares
|
$167,285
0.02% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
5,990
shares
|
$165,982
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
5,975
shares
|
$165,567
0.11% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
5,968
shares
|
$165,373
0.03% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
5,956
shares
|
$165,040
0.44% of portfolio
|
Q3 2024
Reduced 15.57%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
5,953
shares
|
$164,957
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
5,936
shares
|
$164,486
0.23% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,903
shares
|
$163,572
0.29% of portfolio
|
Q1 2024
New holding
|