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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
75
shares
|
$2,123
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
74
shares
|
$2,094
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
73
shares
|
$2,066
0.01% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
64
shares
|
$1,811
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
63
shares
|
$1,783
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
62
shares
|
$1,755
0.0% of portfolio
|
Q3 2023
Reduced 6.06%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
61
shares
|
$1,726
0.0% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
56
shares
|
$1,585
0.0% of portfolio
|
Q3 2024
Reduced 84.27%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
52
shares
|
$1,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
47
shares
|
$1,330
0.0% of portfolio
|
Q1 2024
Reduced 31.88%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
44
shares
|
$1,245
0.0% of portfolio
|
Q3 2024
Added 46.67%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
44
shares
|
$1,245
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
40
shares
|
$1,132
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
35
shares
|
$990
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
33
shares
|
$934
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
26
shares
|
$736
0.0% of portfolio
|
Q3 2024
Reduced 79.37%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
26
shares
|
$736
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
23
shares
|
$651
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
20
shares
|
$566
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
17
shares
|
$481
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
14
shares
|
$396
0.0% of portfolio
|
Q1 2024
Reduced 97.62%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
13
shares
|
$368
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
12
shares
|
$339
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
5
shares
|
$141
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
5
shares
|
$141
0.0% of portfolio
|
Q3 2024
New holding
|