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 |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,731
shares
|
$162,244
0.01% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
5,708
shares
|
$161,593
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
5,707
shares
|
$161,565
0.29% of portfolio
|
Q2 2023
Reduced 45.83%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
5,670
shares
|
$160,517
0.11% of portfolio
|
Q2 2024
Added 69.51%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
5,654
shares
|
$160,064
0.19% of portfolio
|
Q3 2024
Reduced 18.97%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
5,650
shares
|
$159,951
0.01% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,636
shares
|
$159,555
0.39% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
5,631
shares
|
$159,413
0.06% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
5,624
shares
|
$159,215
0.04% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
5,607
shares
|
$158,734
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
5,575
shares
|
$157,828
0.22% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,572
shares
|
$157,743
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,572
shares
|
$157,743
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,552
shares
|
$157,177
0.06% of portfolio
|
Q3 2024
Added 31.81%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
5,483
shares
|
$155,223
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
5,481
shares
|
$155,167
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
5,466
shares
|
$154,742
0.05% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
5,440
shares
|
$154,006
0.06% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
5,439
shares
|
$153,978
0.55% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
5,411
shares
|
$153,185
0.21% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
5,378
shares
|
$152,251
0.0% of portfolio
|
Q3 2024
Added 155.24%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
5,355
shares
|
$151,600
0.02% of portfolio
|
Q1 2024
Reduced 6.48%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
5,329
shares
|
$150,863
0.2% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
5,326
shares
|
$150,779
0.02% of portfolio
|
Q3 2022
Added 510.78%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
5,296
shares
|
$149,929
0.8% of portfolio
|
Q3 2024
New holding
|