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 |
|---|---|---|---|---|---|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
161,758
shares
|
$5.03 Million
3.49% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
161,338
shares
|
$5.02 Million
1.19% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
161,263
shares
|
$5.02 Million
0.06% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
160,643
shares
|
$5 Million
4.48% of portfolio
|
Q2 2025
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
160,181
shares
|
$4.98 Million
2.87% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
160,109
shares
|
$4.98 Million
0.04% of portfolio
|
Q3 2022
Added 1.0%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
158,902
shares
|
$4.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.39%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
158,711
shares
|
$4.94 Million
2.43% of portfolio
|
Q2 2025
Reduced 21.22%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
158,122
shares
|
$4.92 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
156,753
shares
|
$4.88 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
155,596
shares
|
$4.84 Million
2.36% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
155,584
shares
|
$4.84 Million
2.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
155,468
shares
|
$4.84 Million
3.36% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
154,277
shares
|
$4.8 Million
1.4% of portfolio
|
Q2 2025
Added 42.66%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
154,253
shares
|
$4.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
154,054
shares
|
$4.79 Million
3.56% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
152,992
shares
|
$4.76 Million
3.77% of portfolio
|
Q2 2025
Added 58.5%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
152,926
shares
|
$4.76 Million
0.42% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
152,778
shares
|
$4.75 Million
0.02% of portfolio
|
Q2 2025
Added 121.21%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
151,459
shares
|
$4.71 Million
0.64% of portfolio
|
Q2 2025
Added 173.18%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
150,534
shares
|
$4.68 Million
0.31% of portfolio
|
Q2 2025
Added 24.44%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
150,269
shares
|
$4.67 Million
0.6% of portfolio
|
Q2 2025
Added 132.06%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
150,158
shares
|
$4.67 Million
3.4% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
149,006
shares
|
$4.63 Million
0.6% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
147,208
shares
|
$4.58 Million
0.0% of portfolio
|
Q2 2025
Added 2.86%
|