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 |
|---|---|---|---|---|---|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
190,858
shares
|
$5.29 Million
3.39% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
190,575
shares
|
$5.28 Million
10.32% of portfolio
|
Q3 2024
Added 245.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
190,177
shares
|
$5.27 Million
0.48% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
187,666
shares
|
$5.2 Million
0.74% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
186,741
shares
|
$5.17 Million
11.7% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
185,381
shares
|
$5.14 Million
2.09% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
184,647
shares
|
$5.12 Million
0.98% of portfolio
|
Q3 2024
Added 356.05%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
182,958
shares
|
$5.07 Million
3.61% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
180,129
shares
|
$4.99 Million
1.79% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
179,990
shares
|
$4.99 Million
4.22% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
179,096
shares
|
$4.96 Million
2.89% of portfolio
|
Q3 2024
Reduced 19.7%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
174,178
shares
|
$4.83 Million
1.11% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
173,941
shares
|
$4.82 Million
0.18% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
172,980
shares
|
$4.79 Million
2.64% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
172,720
shares
|
$4.79 Million
3.3% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
171,710
shares
|
$4.76 Million
0.34% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
169,882
shares
|
$4.71 Million
0.48% of portfolio
|
Q3 2024
Reduced 38.61%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
167,859
shares
|
$4.65 Million
3.16% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
167,776
shares
|
$4.65 Million
11.86% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
167,347
shares
|
$4.64 Million
2.26% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
166,168
shares
|
$4.6 Million
2.13% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
165,232
shares
|
$4.58 Million
4.46% of portfolio
|
Q3 2024
Reduced 29.67%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
165,077
shares
|
$4.57 Million
8.38% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
162,857
shares
|
$4.51 Million
1.89% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
162,205
shares
|
$4.49 Million
1.5% of portfolio
|
Q3 2024
Reduced 10.86%
|