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 |
|---|---|---|---|---|---|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
2,796
shares
|
$77,477
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,790
shares
|
$77,310
0.06% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
2,766
shares
|
$76,645
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,764
shares
|
$76,590
0.03% of portfolio
|
Q2 2024
Added 4.22%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
2,753
shares
|
$76,285
0.08% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
2,729
shares
|
$75,620
0.09% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
2,724
shares
|
$75,482
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
2,700
shares
|
$74,817
0.1% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,685
shares
|
$74,401
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
2,685
shares
|
$74,401
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
2,672
shares
|
$74,041
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
2,671
shares
|
$74,013
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
2,664
shares
|
$73,819
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
2,662
shares
|
$73,764
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
2,650
shares
|
$73,431
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
2,647
shares
|
$73,348
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
2,638
shares
|
$73,098
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,638
shares
|
$73,098
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,631
shares
|
$72,905
0.03% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
2,628
shares
|
$72,821
0.04% of portfolio
|
Q1 2024
Reduced 8.84%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
2,550
shares
|
$70,660
0.04% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
2,538
shares
|
$70,327
0.05% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
2,523
shares
|
$69,912
0.14% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,508
shares
|
$69,496
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
2,506
shares
|
$69,441
0.05% of portfolio
|
Q3 2024
New holding
|