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 |
|---|---|---|---|---|---|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
57,457
shares
|
$1.79 Million
9.29% of portfolio
|
Q4 2023
Reduced 0.51%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
57,265
shares
|
$1.78 Million
0.27% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
57,135
shares
|
$1.78 Million
0.44% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Aug 06, 2025 Q2 2025 |
57,120
shares
|
$1.78 Million
0.3% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
56,200
shares
|
$1.75 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
56,105
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
55,508
shares
|
$1.73 Million
1.42% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
55,349
shares
|
$1.72 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
55,143
shares
|
$1.72 Million
0.59% of portfolio
|
Q4 2024
Added 310.26%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
54,818
shares
|
$1.71 Million
0.03% of portfolio
|
Q2 2025
Added 241.14%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
54,391
shares
|
$1.69 Million
0.35% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
54,387
shares
|
$1.69 Million
0.25% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
54,387
shares
|
$1.69 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
54,336
shares
|
$1.69 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
53,918
shares
|
$1.68 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
53,381
shares
|
$1.66 Million
0.33% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
53,031
shares
|
$1.65 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
52,854
shares
|
$1.64 Million
0.13% of portfolio
|
Q3 2022
Added 964.75%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
52,689
shares
|
$1.64 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
52,444
shares
|
$1.63 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
52,369
shares
|
$1.63 Million
0.82% of portfolio
|
Q2 2025
Added 29.21%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
52,301
shares
|
$1.63 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
51,731
shares
|
$1.61 Million
0.09% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
51,726
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
51,143
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Added 8.18%
|