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 |
|---|---|---|---|---|---|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
21,946
shares
|
$682,740
0.31% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
21,929
shares
|
$682,211
0.11% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
21,924
shares
|
$682,055
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
21,906
shares
|
$681,495
0.49% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
21,897
shares
|
$681,215
0.05% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
21,888
shares
|
$680,935
0.1% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
21,810
shares
|
$678,509
0.04% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
21,727
shares
|
$675,926
0.31% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
21,727
shares
|
$675,926
0.26% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
21,571
shares
|
$671,073
0.21% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
21,568
shares
|
$670,980
0.05% of portfolio
|
Q2 2025
Added 37.69%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
21,520
shares
|
$669,487
0.36% of portfolio
|
Q2 2025
Reduced 27.91%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
21,515
shares
|
$669,331
0.24% of portfolio
|
Q2 2025
Added 17.66%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
21,468
shares
|
$667,869
0.02% of portfolio
|
Q2 2025
Added 26.61%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
21,462
shares
|
$667,682
0.1% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
21,405
shares
|
$665,909
0.23% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
21,304
shares
|
$662,767
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
21,291
shares
|
$662,363
0.17% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
21,211
shares
|
$659,874
0.23% of portfolio
|
Q2 2025
Reduced 47.05%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
21,176
shares
|
$658,785
0.12% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
21,160
shares
|
$658,287
0.52% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,129
shares
|
$657,323
0.08% of portfolio
|
Q2 2025
Added 50.11%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
21,120
shares
|
$657,043
0.02% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
21,028
shares
|
$654,181
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
20,905
shares
|
$650,354
0.29% of portfolio
|
Q2 2025
Added 3.69%
|