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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
988
shares
|
$27,377
0.03% of portfolio
|
Q2 2022
Reduced 46.82%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
970
shares
|
$26,878
0.02% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
956
shares
|
$26,490
0.07% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
942
shares
|
$26,102
0.11% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
930
shares
|
$25,770
0.05% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
905
shares
|
$25,077
0.0% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$24,939
0.03% of portfolio
|
Q4 2022
Reduced 66.2%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
890
shares
|
$24,661
0.07% of portfolio
|
Q3 2024
Reduced 21.79%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
813
shares
|
$22,528
0.0% of portfolio
|
Q4 2024
Added 300.49%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
769
shares
|
$21,308
0.05% of portfolio
|
Q2 2024
Added 39.56%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
765
shares
|
$21,198
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
761
shares
|
$21,087
0.01% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
734
shares
|
$20,339
0.03% of portfolio
|
Q3 2024
Added 119.76%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
720
shares
|
$19,951
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
714
shares
|
$19,784
0.01% of portfolio
|
Q4 2023
Reduced 11.96%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
710
shares
|
$19,674
0.02% of portfolio
|
Q3 2024
Reduced 45.47%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
702
shares
|
$19,452
0.01% of portfolio
|
Q4 2022
Reduced 7.87%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
684
shares
|
$18,953
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
657
shares
|
$18,205
0.0% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
649
shares
|
$17,983
0.0% of portfolio
|
Q3 2024
Added 195.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
602
shares
|
$16,681
0.0% of portfolio
|
Q3 2024
Reduced 23.02%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
600
shares
|
$16,626
0.01% of portfolio
|
Q2 2023
Reduced 14.29%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
591
shares
|
$16,376
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
583
shares
|
$16,154
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
542
shares
|
$15,018
0.01% of portfolio
|
Q1 2022
Added 100.0%
|