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 |
---|---|---|---|---|---|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,977
shares
|
$112,588
0.01% of portfolio
|
Q3 2024
New holding
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
3,973
shares
|
$112,475
0.07% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,972
shares
|
$112,447
0.15% of portfolio
|
Q2 2022
Reduced 0.48%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
3,958
shares
|
$112,050
0.21% of portfolio
|
Q3 2024
Added 14.59%
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
3,948
shares
|
$111,767
0.06% of portfolio
|
Q3 2023
Reduced 26.64%
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
3,886
shares
|
$110,012
0.05% of portfolio
|
Q2 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,876
shares
|
$109,729
0.01% of portfolio
|
Q3 2024
Added 66.64%
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
3,813
shares
|
$107,946
0.03% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
3,800
shares
|
$107,578
0.06% of portfolio
|
Q2 2022
Reduced 20.83%
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
3,798
shares
|
$107,521
0.02% of portfolio
|
Q3 2024
New holding
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
3,794
shares
|
$107,408
0.25% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
3,781
shares
|
$107,040
0.18% of portfolio
|
Q3 2024
Added 7.81%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,770
shares
|
$106,728
0.01% of portfolio
|
Q3 2024
Reduced 65.89%
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,759
shares
|
$106,417
0.03% of portfolio
|
Q3 2024
Added 0.21%
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,754
shares
|
$106,275
0.03% of portfolio
|
Q3 2023
Reduced 1.83%
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
3,746
shares
|
$106,049
0.11% of portfolio
|
Q4 2023
Added 0.13%
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,744
shares
|
$105,992
0.13% of portfolio
|
Q1 2024
Added 41.6%
|
|
Diversified Investment Strategies, LLC
|
Nov 05, 2024 Q3 2024 |
3,738
shares
|
$105,822
0.27% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
3,726
shares
|
$105,483
0.46% of portfolio
|
Q3 2024
Added 0.22%
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,709
shares
|
$105,001
0.15% of portfolio
|
Q3 2024
Reduced 64.23%
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
3,706
shares
|
$104,916
0.1% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,690
shares
|
$104,463
0.0% of portfolio
|
Q4 2022
New holding
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
3,690
shares
|
$104,463
0.23% of portfolio
|
Q3 2024
New holding
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
3,686
shares
|
$104,350
0.0% of portfolio
|
Q2 2024
Reduced 8.99%
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,683
shares
|
$104,265
0.02% of portfolio
|
Q3 2024
Reduced 19.21%
|