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 |
|---|---|---|---|---|---|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
311
shares
|
$8,804
0.03% of portfolio
|
Q1 2024
Added 1.63%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
306
shares
|
$8,662
0.0% of portfolio
|
Q3 2024
Reduced 39.17%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$8,493
0.01% of portfolio
|
Q4 2023
Reduced 42.53%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
297
shares
|
$8,408
0.01% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
255
shares
|
$7,219
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
254
shares
|
$7,190
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
254
shares
|
$7,190
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
250
shares
|
$7,077
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
248
shares
|
$7,020
0.01% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
236
shares
|
$6,681
0.0% of portfolio
|
Q3 2024
Reduced 33.14%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
234
shares
|
$6,624
0.01% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
226
shares
|
$6,398
0.0% of portfolio
|
Q4 2023
Reduced 0.44%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
226
shares
|
$6,398
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
219
shares
|
$6,199
0.01% of portfolio
|
Q1 2024
Added 0.46%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
218
shares
|
$6,171
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
212
shares
|
$6,001
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
212
shares
|
$6,001
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
206
shares
|
$5,831
0.01% of portfolio
|
Q1 2022
Added 2475.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
204
shares
|
$5,775
0.0% of portfolio
|
Q3 2024
Reduced 54.46%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
203
shares
|
$5,746
0.0% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
200
shares
|
$5,662
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
196
shares
|
$5,548
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
194
shares
|
$5,492
0.0% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
194
shares
|
$5,492
0.0% of portfolio
|
Q4 2022
Reduced 75.54%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
179
shares
|
$5,067
0.01% of portfolio
|
Q3 2024
New holding
|