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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
26,011
shares
|
$809,202
0.01% of portfolio
|
Q2 2025
Added 87.89%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
25,681
shares
|
$798,935
0.29% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
25,674
shares
|
$798,718
0.2% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
25,635
shares
|
$797,504
0.61% of portfolio
|
Q2 2025
Reduced 49.68%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
25,604
shares
|
$796,540
0.2% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
25,435
shares
|
$791,282
0.3% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
25,272
shares
|
$786,211
0.03% of portfolio
|
Q4 2024
Added 247.24%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,213
shares
|
$784,376
0.01% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
25,062
shares
|
$779,678
0.64% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
24,969
shares
|
$776,785
0.07% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
24,883
shares
|
$774,110
0.01% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jul 22, 2025 Q2 2025 |
24,817
shares
|
$772,056
0.93% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
24,564
shares
|
$764,186
0.48% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
24,524
shares
|
$762,941
0.47% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
24,437
shares
|
$760,235
0.13% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
24,363
shares
|
$757,932
0.0% of portfolio
|
Q2 2025
Reduced 44.34%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
24,323
shares
|
$756,688
1.17% of portfolio
|
Q4 2024
Added 370.46%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
24,322
shares
|
$756,657
0.49% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
24,293
shares
|
$755,755
0.51% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
24,189
shares
|
$752,519
0.06% of portfolio
|
Q2 2025
Added 26.73%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
24,111
shares
|
$750,093
0.21% of portfolio
|
Q2 2025
Reduced 58.23%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
24,061
shares
|
$748,537
0.31% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
23,917
shares
|
$744,057
0.09% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
23,766
shares
|
$739,360
0.01% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
23,686
shares
|
$736,871
0.02% of portfolio
|
Q2 2025
Added 80.75%
|