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 1,352 institutions that hold shares in the stock, with a total of 1.82 Billion shares, which have been reported (via 13F filing form) to have a value of $52.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
6,045
shares
|
$174,700
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
6,044
shares
|
$174,671
0.2% of portfolio
|
Q3 2024
Reduced 98.95%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
6,037
shares
|
$174,469
0.02% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
5,975
shares
|
$172,677
0.11% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
5,968
shares
|
$172,475
0.03% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
5,953
shares
|
$172,041
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
5,936
shares
|
$171,550
0.23% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,903
shares
|
$170,596
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,885
shares
|
$170,076
0.03% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
5,868
shares
|
$169,585
0.01% of portfolio
|
Q1 2024
Added 6.52%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
5,846
shares
|
$168,949
0.42% of portfolio
|
Q3 2024
Added 16.55%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,830
shares
|
$168,487
0.0% of portfolio
|
Q1 2024
Added 18.02%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
5,823
shares
|
$168,284
0.35% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
5,789
shares
|
$167,302
0.33% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
5,784
shares
|
$167,157
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
5,782
shares
|
$167,099
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
5,767
shares
|
$166,666
0.18% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,731
shares
|
$165,625
0.01% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
5,708
shares
|
$164,961
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
5,707
shares
|
$164,932
0.29% of portfolio
|
Q2 2023
Reduced 45.83%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
5,670
shares
|
$163,863
0.11% of portfolio
|
Q2 2024
Added 69.51%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
5,650
shares
|
$163,285
0.01% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,636
shares
|
$162,880
0.39% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
5,631
shares
|
$162,735
0.06% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
5,624
shares
|
$162,533
0.04% of portfolio
|
Q1 2024
Reduced 1.23%
|