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 |
|---|---|---|---|---|---|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
3,044
shares
|
$86,175
0.23% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
3,043
shares
|
$86,147
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,040
shares
|
$86,062
0.01% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,023
shares
|
$85,581
0.02% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
3,001
shares
|
$84,958
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
2,993
shares
|
$84,731
0.15% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
2,969
shares
|
$84,052
0.23% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
2,953
shares
|
$83,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
2,932
shares
|
$83,004
0.11% of portfolio
|
Q3 2024
Added 38.5%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,926
shares
|
$82,835
0.11% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
2,891
shares
|
$81,844
0.09% of portfolio
|
Q3 2024
Added 296.03%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
2,888
shares
|
$81,759
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
2,884
shares
|
$81,646
0.12% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,840
shares
|
$80,400
0.07% of portfolio
|
Q2 2024
Reduced 11.91%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
2,832
shares
|
$80,173
0.02% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
2,812
shares
|
$79,607
0.07% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
2,796
shares
|
$79,154
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,790
shares
|
$78,984
0.06% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
2,766
shares
|
$78,305
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,764
shares
|
$78,248
0.03% of portfolio
|
Q2 2024
Added 4.22%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
2,753
shares
|
$77,937
0.08% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
2,729
shares
|
$77,257
0.09% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
2,724
shares
|
$77,116
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
2,700
shares
|
$76,437
0.1% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,685
shares
|
$76,012
0.1% of portfolio
|
Q4 2023
New holding
|