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 |
|---|---|---|---|---|---|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
5,290
shares
|
$149,759
0.45% of portfolio
|
Q1 2024
Reduced 7.03%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
5,258
shares
|
$148,853
0.29% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
5,250
shares
|
$148,627
0.1% of portfolio
|
Q3 2024
Added 122.27%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
5,172
shares
|
$146,419
0.31% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,170
shares
|
$146,362
0.89% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
5,147
shares
|
$145,711
0.24% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
5,141
shares
|
$145,541
0.07% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,125
shares
|
$145,088
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,113
shares
|
$144,749
0.13% of portfolio
|
Q3 2024
Reduced 43.84%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
5,099
shares
|
$144,352
0.0% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
5,080
shares
|
$143,814
0.58% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
5,074
shares
|
$143,644
0.24% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
5,073
shares
|
$143,616
0.21% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
5,030
shares
|
$142,399
0.32% of portfolio
|
Q3 2024
Reduced 14.64%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
5,009
shares
|
$141,804
0.21% of portfolio
|
Q3 2024
Added 64.99%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
5,004
shares
|
$141,663
0.22% of portfolio
|
Q2 2024
Added 10.46%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,001
shares
|
$141,578
0.21% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
4,960
shares
|
$140,417
0.01% of portfolio
|
Q3 2024
Added 33.76%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
4,950
shares
|
$140,134
0.11% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,943
shares
|
$139,936
0.25% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
4,930
shares
|
$139,568
0.22% of portfolio
|
Q4 2022
Reduced 1.71%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
4,909
shares
|
$138,973
0.24% of portfolio
|
Q2 2022
Reduced 8.07%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,839
shares
|
$136,992
0.01% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,837
shares
|
$136,935
0.03% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
4,832
shares
|
$136,793
0.13% of portfolio
|
Q3 2024
Added 3.42%
|