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 |
|---|---|---|---|---|---|
|
Bishop & CO Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,283
shares
|
$63,261
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,276
shares
|
$63,067
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
2,274
shares
|
$63,012
0.17% of portfolio
|
Q4 2023
Added 9.41%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
2,272
shares
|
$62,957
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,255
shares
|
$62,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
2,254
shares
|
$62,458
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,250
shares
|
$62,347
0.05% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Nov 05, 2024 Q3 2024 |
2,248
shares
|
$62,292
0.03% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
2,246
shares
|
$62,236
0.11% of portfolio
|
Q3 2024
Reduced 41.95%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
2,236
shares
|
$61,959
0.0% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
2,222
shares
|
$61,571
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
2,210
shares
|
$61,239
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,208
shares
|
$61,183
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,190
shares
|
$60,684
0.01% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
2,187
shares
|
$60,601
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
2,184
shares
|
$60,518
0.03% of portfolio
|
Q3 2024
Added 23.46%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
2,183
shares
|
$60,490
0.01% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,179
shares
|
$60,380
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
2,178
shares
|
$60,352
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
2,170
shares
|
$60,130
0.03% of portfolio
|
Q2 2024
Reduced 21.32%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
2,165
shares
|
$59,992
0.0% of portfolio
|
Q3 2024
Reduced 46.45%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
2,157
shares
|
$59,770
0.01% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
2,154
shares
|
$59,687
0.08% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
2,152
shares
|
$59,631
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
2,150
shares
|
$59,576
0.07% of portfolio
|
Q3 2024
Added 0.05%
|