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 |
|---|---|---|---|---|---|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
29,904
shares
|
$930,313
0.25% of portfolio
|
Q1 2025
Added 26.95%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
29,899
shares
|
$930,157
0.45% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
29,832
shares
|
$928,073
0.18% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
29,730
shares
|
$924,900
0.96% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
29,581
shares
|
$920,264
1.39% of portfolio
|
Q2 2022
Added 1.82%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
29,504
shares
|
$917,869
2.18% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
29,421
shares
|
$915,287
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
29,404
shares
|
$914,758
0.39% of portfolio
|
Q2 2025
Added 24.99%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
29,347
shares
|
$912,985
0.44% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
29,261
shares
|
$910,309
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
29,235
shares
|
$909,500
0.63% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
29,229
shares
|
$909,314
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
29,133
shares
|
$906,327
0.01% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
29,015
shares
|
$902,656
0.49% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
28,985
shares
|
$901,723
0.26% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
28,938
shares
|
$900,261
0.01% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jul 30, 2025 Q2 2025 |
28,788
shares
|
$895,594
0.35% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
28,489
shares
|
$886,292
0.3% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
28,316
shares
|
$880,910
0.4% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
28,043
shares
|
$872,417
0.44% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
28,008
shares
|
$871,328
0.06% of portfolio
|
Q4 2024
Added 297.22%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
27,991
shares
|
$870,800
1.04% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
27,974
shares
|
$870,271
0.05% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
27,916
shares
|
$868,466
0.46% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
27,808
shares
|
$865,106
0.05% of portfolio
|
Q1 2025
Added 0.01%
|