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 |
|---|---|---|---|---|---|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
1,405
shares
|
$39,775
0.12% of portfolio
|
Q3 2024
Added 659.46%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
1,366
shares
|
$38,671
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,353
shares
|
$38,303
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,344
shares
|
$38,048
0.0% of portfolio
|
Q3 2024
Reduced 27.55%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,257
shares
|
$35,585
0.09% of portfolio
|
Q3 2024
Added 178.1%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,248
shares
|
$35,330
0.03% of portfolio
|
Q3 2024
Added 106.97%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,246
shares
|
$35,274
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,223
shares
|
$34,623
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,222
shares
|
$34,594
0.03% of portfolio
|
Q1 2024
Added 17.73%
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
1,192
shares
|
$33,745
0.0% of portfolio
|
Q2 2024
Added 84.06%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,188
shares
|
$33,632
0.01% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,155
shares
|
$32,698
0.01% of portfolio
|
Q2 2024
Reduced 49.59%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,137
shares
|
$32,188
0.05% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,111
shares
|
$31,452
0.0% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,091
shares
|
$30,886
0.08% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,090
shares
|
$30,857
0.05% of portfolio
|
Q4 2022
Reduced 44.92%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
1,075
shares
|
$30,433
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,057
shares
|
$29,923
0.03% of portfolio
|
Q2 2024
Added 5.7%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
1,051
shares
|
$29,753
0.04% of portfolio
|
Q3 2024
Added 47.82%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,017
shares
|
$28,791
0.01% of portfolio
|
Q3 2024
Added 24.33%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,010
shares
|
$28,593
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
988
shares
|
$27,970
0.03% of portfolio
|
Q2 2022
Reduced 46.82%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
970
shares
|
$27,460
0.02% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
956
shares
|
$27,064
0.07% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
942
shares
|
$26,668
0.11% of portfolio
|
Q3 2024
Reduced 5.8%
|