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 1,603 institutions that hold shares in the stock, with a total of 815 Million shares, which have been reported (via 13F filing form) to have a value of $25.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
240,473
shares
|
$7.48 Million
0.79% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
239,860
shares
|
$7.46 Million
1.15% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
239,701
shares
|
$7.45 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
239,349
shares
|
$7.44 Million
3.45% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
239,349
shares
|
$7.44 Million
3.45% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
231,828
shares
|
$7.21 Million
1.19% of portfolio
|
Q2 2025
Reduced 30.14%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
230,380
shares
|
$7.16 Million
1.57% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
227,848
shares
|
$7.09 Million
0.73% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
227,419
shares
|
$7.07 Million
0.56% of portfolio
|
Q2 2025
Added 29.02%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
226,855
shares
|
$7.06 Million
0.41% of portfolio
|
Q2 2025
Added 44.12%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
226,496
shares
|
$7.04 Million
2.63% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
221,489
shares
|
$6.89 Million
2.36% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
221,386
shares
|
$6.89 Million
0.59% of portfolio
|
Q2 2025
Added 24.08%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
220,638
shares
|
$6.86 Million
1.32% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
219,916
shares
|
$6.84 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
219,830
shares
|
$6.84 Million
2.01% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
218,182
shares
|
$6.79 Million
0.01% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
217,542
shares
|
$6.77 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
214,833
shares
|
$6.68 Million
0.49% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
214,541
shares
|
$6.67 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
212,151
shares
|
$6.6 Million
5.2% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
211,808
shares
|
$6.59 Million
0.01% of portfolio
|
Q2 2025
Added 63.38%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
210,977
shares
|
$6.56 Million
2.7% of portfolio
|
Q2 2025
Reduced 32.21%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
210,016
shares
|
$6.53 Million
3.38% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
207,794
shares
|
$6.46 Million
1.58% of portfolio
|
Q2 2025
Reduced 8.07%
|