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 |
|---|---|---|---|---|---|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,484
shares
|
$124,251
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
4,463
shares
|
$123,669
0.06% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
4,431
shares
|
$122,783
0.01% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
4,392
shares
|
$121,702
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
4,354
shares
|
$120,649
0.06% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,353
shares
|
$120,621
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
4,339
shares
|
$120,233
1.12% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
4,320
shares
|
$119,707
0.15% of portfolio
|
Q3 2024
Reduced 25.47%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,318
shares
|
$119,651
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,305
shares
|
$119,291
0.03% of portfolio
|
Q3 2024
Added 25.36%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
4,291
shares
|
$118,903
0.23% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,281
shares
|
$118,626
0.06% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
4,256
shares
|
$117,933
0.24% of portfolio
|
Q2 2024
Reduced 98.92%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
4,225
shares
|
$117,074
0.16% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
4,217
shares
|
$116,853
0.09% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,206
shares
|
$116,548
0.05% of portfolio
|
Q1 2023
Reduced 2.12%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
4,195
shares
|
$116,243
0.12% of portfolio
|
Q3 2024
Reduced 12.51%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,172
shares
|
$115,606
0.08% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,167
shares
|
$115,467
0.08% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,143
shares
|
$114,802
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
4,138
shares
|
$114,663
0.04% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
4,134
shares
|
$114,553
0.01% of portfolio
|
Q2 2024
Reduced 23.7%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,128
shares
|
$114,386
0.05% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,127
shares
|
$114,359
0.02% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
4,123
shares
|
$114,248
0.11% of portfolio
|
Q3 2024
Reduced 33.87%
|