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 1,316 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
3,118
shares
|
$86,399
0.16% of portfolio
|
Q3 2024
Reduced 23.67%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
3,118
shares
|
$86,399
0.12% of portfolio
|
Q3 2024
Reduced 63.31%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
3,104
shares
|
$86,011
0.27% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
3,103
shares
|
$85,984
0.17% of portfolio
|
Q2 2024
Reduced 9.24%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
3,077
shares
|
$85,263
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
3,076
shares
|
$85,235
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Omega Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,047
shares
|
$84,432
0.45% of portfolio
|
Q3 2024
Reduced 97.37%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
3,045
shares
|
$84,376
0.14% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
3,044
shares
|
$84,349
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
3,044
shares
|
$84,349
0.23% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
3,043
shares
|
$84,321
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,040
shares
|
$84,238
0.01% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,023
shares
|
$83,767
0.02% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
3,001
shares
|
$83,157
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
2,993
shares
|
$82,936
0.15% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
2,969
shares
|
$82,270
0.23% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
2,953
shares
|
$81,827
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
2,932
shares
|
$81,245
0.11% of portfolio
|
Q3 2024
Added 38.5%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,926
shares
|
$81,079
0.11% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
2,891
shares
|
$80,109
0.09% of portfolio
|
Q3 2024
Added 296.03%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
2,888
shares
|
$80,026
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
2,884
shares
|
$79,915
0.12% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,840
shares
|
$78,696
0.07% of portfolio
|
Q2 2024
Reduced 11.91%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
2,832
shares
|
$78,474
0.02% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
2,812
shares
|
$77,920
0.07% of portfolio
|
Q3 2024
Reduced 2.77%
|