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 |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,791
shares
|
$135,633
0.04% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
4,776
shares
|
$135,208
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
4,756
shares
|
$134,642
0.03% of portfolio
|
Q4 2023
Reduced 27.57%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
4,756
shares
|
$134,642
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
4,724
shares
|
$133,736
0.27% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
4,682
shares
|
$132,547
0.05% of portfolio
|
Q3 2024
Reduced 28.25%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
4,676
shares
|
$132,377
0.05% of portfolio
|
Q3 2024
Reduced 16.56%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
4,652
shares
|
$131,698
0.03% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
4,651
shares
|
$131,669
0.03% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
4,615
shares
|
$130,650
0.22% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
4,583
shares
|
$129,744
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
4,572
shares
|
$129,433
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
4,557
shares
|
$129,008
0.36% of portfolio
|
Q2 2024
Reduced 15.34%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
4,557
shares
|
$129,008
0.29% of portfolio
|
Q4 2022
New holding
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
4,510
shares
|
$127,678
0.02% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,484
shares
|
$126,942
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
4,463
shares
|
$126,347
0.06% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
4,431
shares
|
$125,441
0.01% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
4,392
shares
|
$124,337
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
4,354
shares
|
$123,261
0.06% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,353
shares
|
$123,233
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
4,339
shares
|
$122,837
1.12% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
4,320
shares
|
$122,299
0.15% of portfolio
|
Q3 2024
Reduced 25.47%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,318
shares
|
$122,242
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,305
shares
|
$121,874
0.03% of portfolio
|
Q3 2024
Added 25.36%
|