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 1,535 institutions that hold shares in the stock, with a total of 752 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
499,077
shares
|
$14.8 Million
3.7% of portfolio
|
Q1 2025
Added 15.54%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
494,318
shares
|
$14.7 Million
3.64% of portfolio
|
Q2 2025
Added 26.13%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
489,573
shares
|
$14.5 Million
1.86% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
488,916
shares
|
$14.5 Million
12.1% of portfolio
|
Q1 2025
Added 193.34%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
484,522
shares
|
$14.4 Million
0.47% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
482,730
shares
|
$14.3 Million
0.38% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
481,175
shares
|
$14.3 Million
10.38% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
480,621
shares
|
$14.3 Million
9.2% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
480,479
shares
|
$14.3 Million
0.13% of portfolio
|
Q1 2025
Added 298.39%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
478,119
shares
|
$14.2 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
473,854
shares
|
$14.1 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
471,394
shares
|
$14 Million
6.77% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
470,804
shares
|
$14 Million
0.57% of portfolio
|
Q1 2025
Added 49.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
469,748
shares
|
$13.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
467,100
shares
|
$13.9 Million
0.93% of portfolio
|
Q1 2025
Added 111.0%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
465,870
shares
|
$13.8 Million
0.6% of portfolio
|
Q2 2025
Added 1083.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
462,769
shares
|
$13.7 Million
0.25% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
462,510
shares
|
$13.7 Million
5.28% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
461,756
shares
|
$13.7 Million
0.9% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
457,885
shares
|
$13.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
455,755
shares
|
$13.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.26%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
452,846
shares
|
$13.4 Million
10.2% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
445,634
shares
|
$13.2 Million
1.55% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
445,489
shares
|
$13.2 Million
5.9% of portfolio
|
Q1 2025
Added 28.24%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
444,273
shares
|
$13.2 Million
9.13% of portfolio
|
Q2 2024
Added 1.06%
|