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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,371
shares
|
$95,433
0.0% of portfolio
|
Q2 2024
Added 54.42%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
3,370
shares
|
$95,404
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
3,366
shares
|
$95,291
0.04% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
3,361
shares
|
$95,149
0.12% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
3,329
shares
|
$94,243
0.03% of portfolio
|
Q3 2024
Added 34.83%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,282
shares
|
$92,913
0.02% of portfolio
|
Q3 2023
Reduced 15.04%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
3,276
shares
|
$92,743
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
3,257
shares
|
$92,205
0.13% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,206
shares
|
$90,761
0.06% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
3,183
shares
|
$90,110
0.09% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
3,145
shares
|
$89,034
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
3,139
shares
|
$88,865
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
3,138
shares
|
$88,836
0.24% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
3,135
shares
|
$88,751
0.01% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
3,125
shares
|
$88,468
0.06% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
3,120
shares
|
$88,327
0.1% of portfolio
|
Q3 2024
Added 39.6%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
3,118
shares
|
$88,270
0.16% of portfolio
|
Q3 2024
Reduced 23.67%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
3,118
shares
|
$88,270
0.12% of portfolio
|
Q3 2024
Reduced 63.31%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
3,104
shares
|
$87,874
0.27% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
3,103
shares
|
$87,845
0.17% of portfolio
|
Q2 2024
Reduced 9.24%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
3,077
shares
|
$87,109
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
3,076
shares
|
$87,081
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Omega Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,047
shares
|
$86,260
0.45% of portfolio
|
Q3 2024
Reduced 97.37%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
3,045
shares
|
$86,203
0.14% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
3,044
shares
|
$86,175
0.23% of portfolio
|
Q3 2024
New holding
|