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 |
|---|---|---|---|---|---|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
318,130
shares
|
$9.01 Million
9.94% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
313,102
shares
|
$8.86 Million
11.17% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
312,953
shares
|
$8.86 Million
13.59% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
310,634
shares
|
$8.79 Million
4.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
304,611
shares
|
$8.62 Million
0.7% of portfolio
|
Q4 2023
Added 2.27%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
300,439
shares
|
$8.51 Million
0.83% of portfolio
|
Q1 2023
Reduced 3.8%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
298,649
shares
|
$8.45 Million
7.12% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
296,509
shares
|
$8.39 Million
8.8% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
296,168
shares
|
$8.38 Million
9.32% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
293,628
shares
|
$8.31 Million
7.11% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
291,867
shares
|
$8.26 Million
16.58% of portfolio
|
Q3 2024
Added 621.69%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
291,049
shares
|
$8.24 Million
1.89% of portfolio
|
Q3 2024
Added 18.83%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
290,276
shares
|
$8.22 Million
8.81% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
286,774
shares
|
$8.12 Million
8.95% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
282,450
shares
|
$8 Million
13.65% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,917
shares
|
$7.95 Million
0.02% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
273,529
shares
|
$7.74 Million
4.57% of portfolio
|
Q4 2023
Added 3.15%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
264,333
shares
|
$7.48 Million
0.84% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
261,911
shares
|
$7.41 Million
4.66% of portfolio
|
Q3 2024
Added 290.87%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
261,432
shares
|
$7.4 Million
18.21% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
260,666
shares
|
$7.38 Million
0.97% of portfolio
|
Q3 2024
Added 322.56%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
260,181
shares
|
$7.37 Million
18.93% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
260,160
shares
|
$7.37 Million
3.27% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
258,930
shares
|
$7.33 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
258,277
shares
|
$7.31 Million
2.52% of portfolio
|
Q3 2024
Reduced 2.63%
|