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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
36,785
shares
|
$1.14 Million
0.1% of portfolio
|
Q4 2024
Added 274.02%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
36,655
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
36,514
shares
|
$1.14 Million
0.5% of portfolio
|
Q2 2025
Reduced 29.79%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
36,276
shares
|
$1.13 Million
0.86% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
36,219
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
36,130
shares
|
$1.12 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
35,707
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
35,611
shares
|
$1.11 Million
0.47% of portfolio
|
Q2 2025
Added 136.81%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
35,472
shares
|
$1.1 Million
0.67% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
35,289
shares
|
$1.1 Million
0.72% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
35,036
shares
|
$1.09 Million
0.37% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
34,844
shares
|
$1.08 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
34,720
shares
|
$1.08 Million
0.36% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
34,627
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
34,601
shares
|
$1.08 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
34,587
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
34,410
shares
|
$1.07 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
34,397
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
34,306
shares
|
$1.07 Million
0.31% of portfolio
|
Q2 2025
Added 16.89%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
33,843
shares
|
$1.05 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Jul 23, 2025 Q2 2025 |
33,706
shares
|
$1.05 Million
0.53% of portfolio
|
Q2 2025
Reduced 84.59%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Aug 05, 2025 Q2 2025 |
33,646
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
33,626
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
33,353
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
33,116
shares
|
$1.03 Million
0.11% of portfolio
|
Q2 2025
Added 0.06%
|