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 |
|---|---|---|---|---|---|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
205,160
shares
|
$6.38 Million
0.07% of portfolio
|
Q2 2025
Reduced 55.19%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jul 25, 2025 Q2 2025 |
204,985
shares
|
$6.38 Million
2.71% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
203,981
shares
|
$6.34 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
201,817
shares
|
$6.28 Million
5.68% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
201,724
shares
|
$6.27 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
200,178
shares
|
$6.23 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
199,772
shares
|
$6.21 Million
2.87% of portfolio
|
Q3 2024
Added 22.98%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
199,223
shares
|
$6.2 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
198,438
shares
|
$6.17 Million
1.76% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
197,955
shares
|
$6.16 Million
0.05% of portfolio
|
Q2 2025
Added 28.09%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
196,932
shares
|
$6.12 Million
0.03% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
196,910
shares
|
$6.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
196,701
shares
|
$6.12 Million
0.44% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
196,514
shares
|
$6.11 Million
0.21% of portfolio
|
Q2 2025
Added 27.11%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
196,027
shares
|
$6.1 Million
4.29% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
195,254
shares
|
$6.07 Million
2.44% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
195,093
shares
|
$6.07 Million
4.27% of portfolio
|
Q2 2025
Added 16.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
194,251
shares
|
$6.04 Million
0.29% of portfolio
|
Q2 2025
Added 110.56%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
193,696
shares
|
$6.02 Million
0.03% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
193,460
shares
|
$6.02 Million
3.34% of portfolio
|
Q2 2025
Added 12.91%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
192,423
shares
|
$5.98 Million
0.18% of portfolio
|
Q2 2025
Added 106.2%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
192,187
shares
|
$5.98 Million
0.07% of portfolio
|
Q2 2025
Added 34.66%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
189,617
shares
|
$5.9 Million
0.19% of portfolio
|
Q2 2025
Added 2712.89%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
186,833
shares
|
$5.81 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
186,741
shares
|
$5.81 Million
11.7% of portfolio
|
Q3 2024
Added 1.34%
|