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 1,539 institutions that hold shares in the stock, with a total of 756 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
387,700
shares
|
$11.5 Million
0.15% of portfolio
|
Q1 2025
Added 19.25%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
385,585
shares
|
$11.4 Million
9.49% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
379,167
shares
|
$11.3 Million
4.56% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
378,784
shares
|
$11.2 Million
3.6% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
369,788
shares
|
$11 Million
0.19% of portfolio
|
Q1 2025
Added 31.68%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
369,427
shares
|
$11 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
368,258
shares
|
$10.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
367,074
shares
|
$10.9 Million
7.56% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
364,149
shares
|
$10.8 Million
1.44% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
363,946
shares
|
$10.8 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
362,456
shares
|
$10.8 Million
6.82% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
Mc Carthy Asset Management, Inc.
|
May 14, 2025 Q1 2025 |
359,097
shares
|
$10.7 Million
7.56% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
350,241
shares
|
$10.4 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
349,809
shares
|
$10.4 Million
0.07% of portfolio
|
Q1 2025
Added 462.76%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
348,295
shares
|
$10.3 Million
4.24% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
343,218
shares
|
$10.2 Million
7.8% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
342,994
shares
|
$10.2 Million
6.46% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
341,357
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2025
Added 19.96%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
340,922
shares
|
$10.1 Million
1.93% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
339,896
shares
|
$10.1 Million
4.67% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
337,235
shares
|
$10 Million
4.07% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
334,535
shares
|
$9.93 Million
0.05% of portfolio
|
Q1 2025
Added 24.82%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
331,857
shares
|
$9.85 Million
1.25% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
329,500
shares
|
$9.78 Million
3.32% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
329,477
shares
|
$9.78 Million
2.05% of portfolio
|
Q1 2025
Added 9.04%
|