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 $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
121,583
shares
|
$3.78 Million
0.27% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
120,546
shares
|
$3.75 Million
0.47% of portfolio
|
Q3 2022
Reduced 2.35%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
120,185
shares
|
$3.74 Million
2.95% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
117,213
shares
|
$3.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
116,482
shares
|
$3.62 Million
1.24% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
116,325
shares
|
$3.62 Million
0.07% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
116,184
shares
|
$3.61 Million
2.34% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
116,155
shares
|
$3.61 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
116,008
shares
|
$3.61 Million
1.26% of portfolio
|
Q2 2025
Reduced 51.44%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Aug 07, 2025 Q2 2025 |
115,083
shares
|
$3.58 Million
1.89% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
114,668
shares
|
$3.57 Million
0.0% of portfolio
|
Q2 2025
Added 137.92%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
113,955
shares
|
$3.55 Million
0.37% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
113,664
shares
|
$3.54 Million
1.65% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
113,543
shares
|
$3.53 Million
0.93% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
112,534
shares
|
$3.5 Million
0.11% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
112,430
shares
|
$3.5 Million
0.06% of portfolio
|
Q2 2025
Added 2871.19%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
111,628
shares
|
$3.47 Million
0.91% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
111,026
shares
|
$3.45 Million
12.39% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
110,030
shares
|
$3.42 Million
0.07% of portfolio
|
Q2 2025
Added 36.18%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
109,942
shares
|
$3.42 Million
1.23% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
109,610
shares
|
$3.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
109,516
shares
|
$3.41 Million
1.01% of portfolio
|
Q2 2025
Added 25.87%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
109,426
shares
|
$3.4 Million
2.86% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
108,906
shares
|
$3.39 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
107,976
shares
|
$3.36 Million
0.35% of portfolio
|
Q2 2025
Added 39.31%
|